William
King
Core Advisory Group
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About this Advisor
William King is a certified financial planner who works out of Rock Hill, South Carolina, who has 3 years of industry experience. King is currently employed by Core Advisory Group. Over the course of their career, they have held roles at Furman University, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Lpl Financial, LLC, Independent Advisor Alliance, LLC and Core Advisory Group. King maintains a Series 63 license, designating them as a securities broker, and is registered to advise clients in North Carolina and South Carolina. Core Advisory Group is a firm operating out of Rock Hill, SC. The investment advisory business has just four people on staff. It has $178 million in total assets among its 1,323 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 1,323 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. The company has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually are based on the type of services provided. However, fee types charged by Core Advisory Group may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Core Advisory Group Brokerage Details
$177,714,640
4
1,323
$134,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
William King Work History
William has been registered as a financial advisor for 3 years.*
Core Advisory Group
Lpl Financial, LLC
Independent Advisor Alliance, LLC
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
Furman University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William King to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Core Advisory Group
Charlotte, NC
Rock Hill, SC
Charlotte, NC
Charlotte, NC
Brookhaven, MS
Rock Hill, SC
Rock Hill, SC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
