William King, financial advisor Peoria IL

William King

CRD Number: 1378161
Current Firm: Kestra Advisory Services, LLC

William King (CRD# 1378161) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Peoria, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Peoria, IL Aug 2017 - Current 6
Kestra Advisory Services, LLC Peoria, IL Aug 2017 - Current 6
Wfg Investments Inc. Peoria, IL Sep 2009 - Aug 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for William E. King
Phone Number: 8445537872
Registered State(s):
  • FL
  • IL
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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