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William Tyler Kingsbury

Valley Forge Investment Consultants, Inc.

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About William Tyler Kingsbury

William Tyler Kingsbury is an investment advisor representative with Valley Forge Investment Consultants, Inc. William Tyler Kingsbury has 2 years of experience in the securities industry. William Tyler Kingsbury is registered with the state of Pennsylvania. William Tyler Kingsbury's previous employment includes Purshe Kaplan Sterling Investments.

Firm Information

William Kingsbury is currently registered with Valley Forge Investment Consultants, Inc.. Valley Forge Investment Consultants, Inc. is an investment advisory firm based in Audubon, PA. They offer a variety of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm manages approximately $2.54 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They are registered with the SEC under the number 801-107519.
Valley Forge Investment Consultants, Inc.

2500 MONROE BLVD.

AUDUBON, PA 19403

$2.54B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Kingsbury’s Registration & Firm History

PA

09/05/2024 - Present

Valley Forge Investment Consultants, Inc. (AUDUBON PA)

NC

07/03/2023 - 01/09/2024

PURSHE KAPLAN STERLING INVESTMENTS (Charlotte NC)

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Licenses & Designations

IA

Issued 09/05/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Tyler Kingsbury.
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