WK
WK
William Kern is a registered investment advisor, based in Pittsburgh, PA, with 16 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1121 Boyce Rd, Ste 2400-A, Pittsburgh, PA, 15241-3939
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2017Settled
Other Business ActivitiesSells Insurance
William owns Bill Kern Insurance Agency, selling State Farm insurance products and supervising employees, taking about half of his time. He is also the President of the Rotary Club of McMurray, dedicating about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
State Farm Vp Management CORP.
May 2022 - Present · 4 yrs 5 mos
State Farm Vp Management CORP.Broker
May 2022 - Present · 4 yrs 5 mos
State Farm Investment Management CORP.
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Citizens Securities, INC.Broker
August 2020 - November 2021 · 1 yr 3 mos
Citizens Investment Services
August 2020 - November 2021 · 1 yr 3 mos
Edward Jones
May 2019 - August 2020 · 1 yr 3 mos
Edward JonesBroker
April 2019 - August 2020 · 1 yr 4 mos
Equity Services, INC.Broker
January 2019 - April 2019 · 3 mos
Esi Financial Advisors
January 2019 - April 2019 · 3 mos
E*trade Securities LLCBroker
December 2017 - November 2018 · 11 mos
E*trade Capital Management, LLC
December 2017 - November 2018 · 11 mos
Hornor, Townsend & Kent, INC.Broker
June 2017 - August 2017 · 2 mos
Prudential Financial Planning Services
January 2017 - May 2017 · 4 mos
Pruco Securities, LLC.Broker
January 2017 - May 2017 · 4 mos
Key Investment Services LLC
September 2013 - January 2017 · 3 yrs 4 mos
Key Investment Services LLCBroker
September 2013 - January 2017 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2009 - May 2013 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2009 - May 2013 · 3 yrs 11 mos
PFS Investments INC.Broker
November 2005 - December 2006 · 1 yr 1 mo
State Registrations1 state
PA
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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