AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
WK

William David Kell

ABBINGTON WELLS LLC.
Lucas, TX
·CRD# 1919035·37 years experience

Professional Summary

William David Kell, who also goes by Rainmaker Kell, Will Kell, is a registered financial advisor currently at ABBINGTON WELLS LLC. located in Lucas, Texas. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. William has worked at 13 firms and has passed the Series 66, Series 63, Series 7, Series 4 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rainmaker Kell, Will Kell

Blog Corner

Similar Advisors

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

Email

xxxxx@xxxx.xxx

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

37 years in the financial services industry

Current & Past Employments

ABBINGTON WELLS LLC.·CRD# 157464
RIA
Lucas, TX
June 21, 2011 - Present
MERRIMAC CORPORATE SECURITIES, INC.·CRD# 35463
BD
Altamonte Springs, FL
September 26, 2011 - December 31, 2012
MODERN CAPITAL ADVISORS, LLC·CRD# 131117
RIA
Raleigh, NC
January 5, 2011 - December 1, 2011
LIBERTY PARTNERS FINANCIAL SERVICES, LLC·CRD# 130390
BD
Dallas, TX
April 27, 2010 - September 13, 2011
CULLUM & BURKS SECURITIES, INC.·CRD# 46600
RIA
Dallas, TX
August 30, 2007 - April 27, 2010
CULLUM & BURKS SECURITIES, INC.·CRD# 46600
BD
Dallas, TX
July 24, 2002 - April 27, 2010
RUSHMORE SECURITIES CORPORATION·CRD# 8392
BD
Dallas, TX
January 23, 2001 - August 21, 2002
NORTHSTAR SECURITIES, INC.·CRD# 11247
BD
Dallas, TX
January 4, 1999 - April 30, 2001
SIGNAL SECURITIES, INC.·CRD# 15916
BD
Fort Worth, TX
May 11, 1998 - December 31, 1998
SUPERIOR FINANCIAL GROUP, INC.·CRD# 35529
BD
Lb29 Dallas, TX
April 30, 1996 - May 18, 1998
PROSPERA FINANCIAL SERVICES, INC.·CRD# 10740
BD
Dallas, TX
January 10, 1991 - April 29, 1996
THE INVESTMENT CENTER, INC.·CRD# 17839
BD
Bedminster, NJ
January 11, 1990 - September 18, 1990
FINANCIAL WEST GROUP·CRD# 16668
BD
Reno, NV
October 5, 1989 - January 20, 1990
J. W. GANT & ASSOCIATES, INC.·CRD# 7963
BD
February 14, 1989 - July 20, 1989

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

AW
ABBINGTON WELLS LLC.

ABBINGTON WELLS LLC.

CRD#: 157464
Texas
Registered Investment Advisory firm - Texas (6/21/2011 Approved)

Contact Information

Main Address

Lucas, TX

Phone Number

(214) 939-1500

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

13

AUM (Assets Under Management)

$2,907,138

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.
IAR
Texas
(6/21/2011)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1989About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Feb 1989About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed May 1998About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed May 1995About the Series 24 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view William David Kell's CRS (Customer Relationship Summary).

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
WK
Follow William
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required