AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WK

William J. Kring

LINSCOMB WEALTH
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 2564876
WK

Professional summary

William James Kring, CFP®, who also goes by William Kring, is a registered financial advisor currently at LINSCOMB WEALTH, INC. located in Atlanta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 2 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Kring

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.
1)INSURANCE; NON-INVESTMENT RELATED; 4045 ORCHARD RD. SE SUITE 220; INSURANCE SALES (LIFE, LTC, DISABILITY); AGENT; 1995; 4-5 HRS/MONTH; <1 HR/DAY; COMPENSATION-COMMISSIONS; TYPICAL AGENT DUTIES 2)Property and casualty license;not investment related;property & casualty;agent;10/1/2015;1-5 hrs/month;0-.25 hrs during trading;refer clients & others to the Alliance Group

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Kring's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Experience

Current

March 17, 2021 - Present

LINSCOMB WEALTH, INC.

Office #1: 2727 Paces Ferry Rd Se, Atlanta, GA 30339
RIA
CRD#: 106779
Atlanta, GA
Past

April 29, 2020 - December 31, 2020

LINSCOMB WEALTH, INC.

RIA
CRD#: 106779
ATLANTA, GA
Past

September 17, 2013 - March 26, 2020

SOUTHBRIDGE

RIA
CRD#: 119040
MARRIETTA, GA
Past

December 20, 2010 - February 6, 2013

SOUTHBRIDGE

RIA
CRD#: 119040
SMYRNA, GA
Past

December 6, 2001 - June 29, 2018

TRIAD ADVISORS LLC

BD
CRD#: 25803
SMYRNA, GA
Past

August 25, 1999 - December 14, 2001

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

April 19, 1995 - October 1, 1999

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LINSCOMB WEALTH, INC.
ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA
Registered Investment Advisory firm - (5/2/1995 Approved)

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
Georgia
(3/17/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 5/25/1995
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/14/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/18/1995
General Securities Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 2/6/1995
Non-Member General Securities Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/5/2000
General Securities Principal Examination

Current Firm

LW
LINSCOMB WEALTH, INC.
ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA
Registered Investment Advisory firm - (5/2/1995 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1333 West Loop South Suite 1500, Houston, TX 77027
Mailing Address
Phone number
(713) 840-1000
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LINSCOMB WEALTH FORM ADV PART 2A BROCHURE ANNUAL AMENDMENT (3/24/2025)

Regulatory assets under management

Total Number of Accounts4,814
AUM (Assets Under Management)$ 4,566,838,983

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025
Cover Page
Report
11/20/2024
Cover Page
Report
01/24/2024
Cover Page
Report

Red Flags

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.

Company Information

LINSCOMB WEALTH, INC.

CRD#: 106779Atlanta, GA 30339

TRUST BUT VERIFY

Monitor William Kring

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
TP
Tyrane PerryAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Atlanta, GA
AP
Alexander PaslayAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Woodstock, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.