William Sims Wallace
Professional Summary
William Sims Wallace is a registered financial advisor currently at CREEKSTONE CAPITAL located in Franklin, Tennessee. William is registered as a RR (Registered Representative) and started their career in finance in 2016. William has worked at 2 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
CREEKSTONE CAPITAL | CREEKSTONE CAPITAL LLC
Contact Information
Main Address
1211 Natchez Rd, Franklin, TN 37069Mailing Address
1211 Natchez Rd, Franklin, TN 37069Phone Number
(650) 799-9892Established
Delaware since 03/08/2023Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(12/3/2025)
(5/11/2026)
(5/1/2026)
(5/28/2026)
(4/15/2026)
(11/20/2025)
(5/8/2026)
(1/6/2026)
(11/20/2025)
(9/21/2026)
(5/1/2026)
(7/11/2025)
(5/1/2026)
(5/4/2026)
(5/1/2026)
(5/20/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Sims Wallace's CRS (Customer Relationship Summary).
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