WG
William E. Goff
KESTRA ADVISORY SERVICES
Grenada, MS 38901
Some features on this profile are disabled
CRD#: 5371793
WG
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Goff | William E. Goff Iii
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.
BN: 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. BN: 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. BN: 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. BN: 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. BN: GW PROPERTIES 1 LLC POSI: Owner / Member NOB: Real Estate INVESTMENT REL: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2018 ADDRESS: 132 Windmere Drive, Grenada MS 38901 DESC: responsibilities: bookkeeping collecting rent negotiating the sale of the properties, maintain properties. BN: 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. BN: 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, I assist with the management of personnel as needed, the disbursement of funds to various projects / missions, and administrative expenses. Bus 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.
CRS (Client Relationship Summary) - RIA
Click below to view William E Goff's 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®
NoneExperience
Current
June 3, 2024 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 74 South Main Street Suite A, Grenada, MS 38901RIA
CRD#: 283330
Grenada, MS
Current
June 3, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 74 South Main Street Suite A, Grenada, MS 38901BD
CRD#: 42046
Grenada, MS
Past
May 2, 2016 - June 3, 2024
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
Grenada, MS
Past
May 2, 2016 - June 3, 2024
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
Grenada, MS
Past
September 19, 2012 - May 10, 2016
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
GRENADA, MS
Past
September 19, 2012 - May 4, 2016
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
GRENADA, MS
Past
April 5, 2011 - October 15, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
GRENADA, MS
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/3/2024)
RR
Arkansas(6/3/2024)
RR
California(3/21/2025)
RR
Florida(6/27/2024)
RR
Louisiana(6/3/2024)
RR
Michigan(1/10/2025)
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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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 - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
