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William Bovee King

Wood Creek Capital Advisors, LLC

Lynchburg, VA

CRD 1785411

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Employer firm

Wood Creek Capital Advisors, LLC CRD 309461

$55.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • VARIABLE ANNUITY AND LIFE MANAGEMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Wood Creek Capital Advisors, Llc

101 Duncraig Dr. Unit 106, Lynchburg, VA 24502 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-08-31
  • VA RA
    APPROVED
    Since 2023-08-31

Branch Locations

101 Duncraig Dr. Unit 106, Lynchburg, VA 24502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massachusetts Mutual Life Insurance Company Springfield MA 01/1990 08/2024
Mml Investors Services Forest VA 02/1990 08/2023
Wood Creek Capital Advisors, Llc Lynchburg VA 08/2023 Present
Mml Investors Services, Llc Forest VA 05/1997 08/2023
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-01
S63 Uniform Securities Agent State Law Examination 1988-02-29
  • S65 Uniform Investment Adviser Law Examination
    1997-05-01
  • S63 Uniform Securities Agent State Law Examination
    1988-02-29
Designations
  • Chartered Financial Consultant
Other Names
  • Bo King
  • W. Bo King

View on SEC IAPD

Nearby Firms

DAVENPORT & COMPANY LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nearby Investors

DENNIS ROBERT BRADSHAW
DAVID ALEXANDER HEPPNER
SAMUEL BRAGG WADDELL

Nearby Offices

DAVENPORT & COMPANY LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA

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