William J. Kring

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CRD#: 2564876

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William James Kring, CFP®, who also goes by William Kring, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1995. William had worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 2 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CRD#: 25803

SMYRNA, GA

Past

August 25, 1999 - December 14, 2001

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

April 19, 1995 - October 1, 1999

CETERA WEALTH SERVICES, LLC

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

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

SIE

Date: 6/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/1995

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 2/6/1995

Non-Member General Securities Examination

Principal/Supervisory Exam

Series 24

Date: 12/5/2000

General Securities Principal Examination

Current Firm

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)

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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

SEC notice filing (19 States and Territories)

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 Accounts	4,814
AUM (Assets Under Management)	$ 4,566,838,983

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

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William J. Kring

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LINSCOMB WEALTH, INC.

SOUTHBRIDGE

SOUTHBRIDGE

TRIAD ADVISORS LLC

1ST GLOBAL CAPITAL CORP.

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

LINSCOMB WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/25/1995

Series 65

Date: 11/14/1994

SIE

Date: 6/29/2018

Series 7

Date: 4/18/1995

Series 2

Date: 2/6/1995

Series 24

Date: 12/5/2000

Current Firm

LINSCOMB WEALTH, INC.

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LINSCOMB WEALTH, INC.

TRUST BUT VERIFY

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