William Gungoll is a CFP-designated registered investment advisor, based in Enid, OK, with 18 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold.
Location
517 W Maine St, Enid, OK, 73701
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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 owner of Buffalo Capital Management, providing comprehensive financial planning for individuals and small businesses. This is a full-time commitment, with a significant portion dedicated to securities trading.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations18 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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