William Small is a registered investment advisor, based in Bellmawr, NJ, with 55 years of industry experience.
Location
420 Benigno Blvd., 1st Floor, Kor-East, Unit A, Bellmawr, NJ, 08031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the President of Kings Management Company, where he focuses on insurance sales and estate work, dedicating about a third of his time. He also serves as President of SKS Plan Administration, Inc. and Risk Management Advisory Services, Inc., and is the sole owner of TAAP LLC.
Employment History
Current Registrations
Alden Capital
J. Alden Associates, INC.
J. Alden Associates, INC.Broker
Rmas, INC.
Previous Registrations
Capitol Securities Management, INC.Broker
Independent Advisers Group CORP
Independent Advisers Group CORP
Lincoln Financial Securities CorporationBroker
Cg Equity Sales CompanyBroker
State Registrations12 states
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