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William Killorn

33 Years of Experience
Richmond, VA
2 DisclosuresBroker

William Killorn is a registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 33 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1021 E Cary St, [V2/V9-Rbo], Richmond, VA, 23219

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009
Settled
Customer Dispute
October 2003
Denied
Other Business Activities

William is a 9% owner of Eagle Court LLC and president of Eagles Court HOA. He spends minimal time attending HOA meetings.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
October 2000 - Present · 26 yrs
Wells Fargo Clearing Services, LLCBroker
October 2000 - Present · 26 yrs
Wells Fargo Advisors
June 2000 - Present · 26 yrs 4 mos
Previous Registrations
First Union Brokerage Services, INC.Broker
November 1999 - October 2000 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1998 - November 1999 · 1 yr 9 mos
Smith Barney INC.Broker
August 1996 - March 1998 · 1 yr 7 mos
Signet Financial Services,inc.Broker
August 1993 - July 1996 · 2 yrs 11 mos
State Registrations15 states
ALCADCDEFLGAMDMINCNVNYORSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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