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William E Goff

KESTRA ADVISORY SERVICES
Grenada, MS
·CRD# 5371793·15 years experience

Professional Summary

William E Goff, who also goes by Will Goff, William E. Goff III, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Grenada, Mississippi and KESTRA INVESTMENT SERVICES, LLC located in Grenada, Mississippi. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. William has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Will Goff, William E. Goff Iii

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

15 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
74 South Main Street Suite A, Grenada, MS 38901
June 3, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
74 South Main Street Suite A, Grenada, MS 38901
June 3, 2024 - Present
USA FINANCIAL SECURITIES LLC·CRD# 103857
RIA
Grenada, MS
May 2, 2016 - June 3, 2024
USA FINANCIAL SECURITIES LLC·CRD# 103857
BD
Grenada, MS
May 2, 2016 - June 3, 2024
FIRST ALLIED ADVISORY SERVICES, INC.·CRD# 137888
RIA
Grenada, MS
September 19, 2012 - May 10, 2016
FIRST ALLIED SECURITIES, INC.·CRD# 32444
BD
Grenada, MS
September 19, 2012 - May 4, 2016
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Grenada, MS
April 5, 2011 - October 15, 2012

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Current Firm

KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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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.

Name: TW PROPERTIES 1 LLC POSI: Owner / Member NOB: Real Estate INVESTMENT REL: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2021 ADDRESS: 132 Windmere Drive, Grenada MS 38901 DESC: maintain property, collecting rent, paying liabilities. Name: TW PROPERTIES 2 LLC POSI: Owner / Member NOB: Real Estate INVESTMENT REL: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2021 ADDRESS: 132 Windmere Drive, Grenada MS 38901 DESC: maintain property, collecting rent, paying liabilities , managing rental tenants. Name: GOFF FINANCIAL SERVICES, INC. POSI: President / Insurance Agent NOB: Insurance INVESTMENT REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2015 ADDRESS: 1321 Sunset Drive, Suite G, Grenada MS 38901 DESC: President/Owner, make operations decisions for the company. As Agent, enrolling and servicing agent for client policies. Name: KESTRA ADVISORY SERVICES POSI: Advisor NOB: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 06/03/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: Research of strategies, selection of managers. Name: MALACHI WEALTH STRATEGIES POSI: Financial Advisor NOB: Registered rep activities through Kestra Investment Services INVESTMENT REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 05/04/2016 ADDRESS: 1321 Sunset Drive, Suite G, Grenada MS 38901 DESC: registered rep and f a, financial planning, investment management, risk management, cash management advice while working with client's existing tax and legal professionals in regards to tax planning and legacy planning. Name: MISSION CHURCH GRENADA POSI: Pastor/Presiding Elder NOB: Board POSI (Board of Directors, Board of Trustees, etc.) INVESTMENT REL: No # OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 05/22/2023 ADDRESS: 1321 Sunset Drive, Suite G, Grenada MS 38901 DESC: pastor, preaching, teaching and training to the congregation. Presiding Advisor of the Advisor Board, management of personnel as needed, the disbursement of funds to various projects / missions, and administrative expenses. Name: CHRISTMAS IN APRIL GRENADA POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: PO Box 622, Grenada MS 38902, United States DESCRIPTION: coordinate annual workday, reviewing applications for assistance. application approval as a board. Name: GRENADA PINK SOX POSITION: Coach NATURE: Youth sports team INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 132 Windmere Drive, Grenada MS 38901, United States DESCRIPTION: As coach my primary duties involve practice planning, coordinating team practices, and coordinating team tournaments and games. Name: GRENADA BRAVES POSITION: Coach NATURE: Youth sports team INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 132 Windmere Drive, Grenada MS 38901, United States DESCRIPTION: As coach my primary duties involve practice planning, coordinating team practices, and coordinating team tournaments and games. Name: THE SPORTS GARAGE LLC POSITION: Owner NATURE: Batting Cage and Sports Training Facility INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2025 ADDRESS: 2 S Main Street, Grenada MS 38901, United States DESCRIPTION: owner, I will ensure projects are completed during buildout and vendors for equipment installation and for membership management software.

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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".
KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(6/3/2024)
RR
Arkansas
(6/3/2024)
RR
Florida
(6/27/2024)
RR
Louisiana
(6/3/2024)
RR
Mississippi
(6/3/2024)
IAR
Mississippi
(6/3/2024)
RR
New Jersey
(6/3/2024)
RR
New York
(6/3/2024)
RR
North Carolina
(8/25/2025)
RR
Tennessee
(6/3/2024)
RR
Texas
(6/3/2024)
IAR
Texas
(6/3/2024)

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.Note:This rule does not apply to broker-dealer activity.

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 Jul 2011About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2011About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view William E Goff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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