William F. Boykin
Professional summary
William Fredrick Boykin, who also goes by Will Boykin, is a registered financial professional currently at J.W. COLE FINANCIAL, INC. located in Knoxville, Tennessee.
William is registered as a RR (Registered Representative) and started their career in finance in 2004. William has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Fredrick Boykin's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 6, 2017 - Present
J.W. COLE FINANCIAL, INC.
June 22, 2011 - September 13, 2017
LPL FINANCIAL LLC
October 6, 2004 - June 23, 2011
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/8/2022)
(9/6/2017)
(1/28/2025)
(7/17/2023)
Exams
FINRA
Current Firm
J.W. COLE FINANCIAL, INC.
CRD#: 124583 / SEC#: , 8-65698
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
| Arbitration | 1 |
Red Flags
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