William B. King

WOOD CREEK CAPITAL ADVISORS

Lynchburg, VA 24502

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CRD#: 1785411

Professional summary

William Bovee King, who also goes by Bo King, W. Bo King, is a registered financial advisor currently at WOOD CREEK CAPITAL ADVISORS, LLC located in Lynchburg, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. William has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bo King | W. Bo King

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MASS MUTUAL LIFE INSURANCE CO.; INV REL; INSURANCE AGENT; SPRINGFIELD, MA; INS SALES AND SERVICES; 01/1990; 10% OF TIME SPENT IN THIS BUISNESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bovee King's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 31, 2023 - Present

WOOD CREEK CAPITAL ADVISORS, LLC

Office #1: 101 Duncraig Dr. Unit 106, Lynchburg, VA 24502

RIA

CRD#: 309461

Lynchburg, VA

Past

May 30, 1997 - September 6, 2023

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Moneta, VA

Past

February 23, 1990 - September 6, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

Moneta, VA

Past

February 23, 1988 - January 29, 1990

ANDERSON & STRUDWICK, INCORPORATED

CRD#: 48

RICHMOND, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(8/31/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/1/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/29/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/20/1988

General Securities Representative Examination

Current Firm

WOOD CREEK CAPITAL ADVISORS, LLC

CRD#: 309461 / SEC#:

North Carolina

Registered Investment Advisory firm - (6/12/2024 Approved)

Virginia

Registered Investment Advisory firm - (7/21/2020 Approved)

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Contact information

Main Address

101 Duncraig Dr. Unit 106, Lynchburg, VA 24502

Mailing Address

Phone number

(434) 665-3332

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	394
AUM (Assets Under Management)	$ 51,440,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William B. King

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bovee King's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOOD CREEK CAPITAL ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

ANDERSON & STRUDWICK, INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/1997

Series 63

Date: 2/29/1988

SIE

Date: 10/1/2018

Series 7

Date: 2/20/1988

Current Firm

WOOD CREEK CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WOOD CREEK CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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