William F. Kemp

INTEGRATED PLANNING LLC

AIKEN, SC 29801

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CRD#: 7858005

Professional summary

William Fitzhugh Kemp, who also goes by William F Kemp, is a registered financial advisor currently at INTEGRATED PLANNING LLC located in Aiken, South Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William F Kemp

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 of outside business: The Smith Group; Is the business investment related: No; Location of the business: 135 Laurens Street SW Suite 200 Aiken SC 29801 United States; Position Title: Tax Manager; Responsibilities Duties: Tax preparation and planning; Start date with business: 2019-12-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 5; Name of outside business: The Smith Group; Is the business investment related: Yes; Location of the business: 135 Laurens Street SW Suite 200 Aiken SC 29801 United States; Description of the business: William Kemp is a licensed insurance agent ; Position Title: Insurance Agent; Responsibilities Duties: William Kemp is an independent licensed insurance agent; Start date with business: 2020-07-20; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Fitzhugh Kemp'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®

None

Experience

Current

January 19, 2024 - Present

INTEGRATED PLANNING LLC

Office #1: 135 Laurens Street Sw Suite 200, Aiken, SC 29801

RIA

CRD#: 325050

AIKEN, SC

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.

Highlighted states indicate IAR registrations

IAR

South Carolina
(1/19/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/2023

Uniform Investment Adviser Law Examination

Current Firm

INTEGRATED PLANNING LLC

CRD#: 325050 / SEC#:

South Carolina

Registered Investment Advisory firm - (4/14/2023 Approved)

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Contact information

Main Address

135 Laurens Street Sw Suite 200, Aiken, SC 29801

Mailing Address

Phone number

(803) 645-2890

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	247
AUM (Assets Under Management)	$ 63,187,847

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 F. Kemp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Fitzhugh Kemp's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2023

Current Firm

INTEGRATED PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRATED PLANNING LLC

TRUST BUT VERIFY

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