Advisor at Wood Creek Capital Advisors, LLC
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Firm
Wood Creek Capital Advisors, LLC
Location
Lynchburg, VA 24502
Credentials
ChFC®, Series 63, Series 65
Industry experience
38 years
William King is a ChFC® credentialed financial advisor at Wood Creek Capital Advisors, LLC with 37 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company for over three decades. Wood Creek Capital Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and direct management of variable annuity and variable life products for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs, conducting regular portfolio reviews and accommodating client-imposed restrictions.
Based on Wood Creek Capital Advisors, LLC
$200 per hour for financial planning and consulting
101 Duncraig Dr., Unit 106
Lynchburg, VA 24502
Virginia
Wood Creek Capital Advisors, LLC
2023 - Present (3 years)
Mass Mutual Investors Services
1997 - 2023 (26 years)
MML INVESTORS SERVICES
1990 - 2023 (33 years)
Massachusetts Mutual life Insurance Company
1990 - 2024 (34 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®
Lynchburg, VA
Lynchburg Wealth Management
Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
Series 66
Lynchburg, VA
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Series 63, Series 65, Series 66
Lynchburg, VA
Advanta Wealth Management
Series 65, Series 66
Forest, VA
Bison Creek Wealth Management LLC
Series 66
Lynchburg, VA
Wood Creek Capital Advisors, LLC
Series 65
Forest, VA
HSC Wealth Advisors
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