William Klim is a registered investment advisor, based in Boardman, OH, with 23 years of industry experience.
Location
8286 South Ave, Bldg A, Boardman, OH, 44512
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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 an independent insurance agent for various companies through multiple entities, including Klim Insurance Group LLC, WRS Insurance Solutions, and Smotria Insurance Agency. He also owns WRS Partners LLC, WRS Wealth Advisors LLC, Hometown Insurance Solutions, and WK Property Group, and is an advisory representative of CIRA.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations27 states
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