William Vanpelt (CRD# 1716622) is an Investment Advisor Representative working at Bks Retirement Services in Houston, TX and has over 35 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bks Financial Investments, Llc Dba Insgroup Financial | Houston, TX | Oct 2021 - Current | 2 |
| Mid-continent Securities, Ltd | Houston, TX | Jun 2002 - Current | 21 |
| Mcsalgp, LLC | Houston, TX | Apr 2002 - Current | 22 |
| Insgroup, Inc. | Houston, TX | Apr 2002 - Current | 22 |
| Insurance Underwriting Services, LLC | Houston, TX | Dec 1998 - Current | 25 |
| Rudolph Texas Investments, Inc. | Houston, TX | Dec 1997 - Current | 26 |
| Kimichan Corporation, Inc. | Houston, TX | Mar 1997 - Current | 27 |
| Cfg Capital Sources, Inc. | Houston, TX | Nov 1989 - Current | 34 |
| Capital Financial Group, Inc. | Houston, TX | Feb 1988 - Current | 36 |
| The Mid Continent Companies, Ltd | Houston, TX | May 1987 - Current | 36 |
| Emergent Capital Advisors, LLC | Houston, TX | Sep 2020 - Mar 2022 | 1 |
| First Heartland Capital, Inc. | Lake Saint Louis, MO | Feb 2016 - Oct 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1988 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
AL, CA, FL, LA, NY, OH, TX
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