William King, financial advisor Lynchburg VA

William King

CRD Number: 1785411
Current Firm: Wood Creek Capital Advisors, LLC

William King (CRD# 1785411) is an Investment Advisor Representative working at Wood Creek Capital Advisors, LLC in Lynchburg, VA and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wood Creek Capital Advisors, LLC Lynchburg, VA Aug 2023 - Current < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jan 1990 - Current 34
Mml Investors Services, LLC Forest, VA May 1997 - Aug 2023 26
Mml Investors Services Forest, VA Feb 1990 - Aug 2023 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for William B. King
Phone Number: 434-665-3332
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    37
    MILLIONS
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $133,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

VA

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