William Symonds
William Symonds is a registered investment advisor, based in Fort Worth, TX, with 29 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2512 Horne St, Suite 100, Fort Worth, TX, 76107
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business ActivitiesSells Insurance
William sells fixed life insurance, fixed annuities, long-term care insurance, medical, dental, and disability insurance through various carriers since 2012. He also owns an office building and a youth athletic facility, and is a registered representative and investment advisor representative through Kestra Investment Services and Kestra Advisory Services, respectively, dedicating full-time hours to these activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations51 states
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
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