WG
WG

William Goff

14 Years of Experience
Austin, TX
BrokerSells Insurance

William Goff is a registered investment advisor, based in Austin, TX, with 14 years of industry experience.

Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William owns multiple real estate properties and is the President/Insurance Agent for Goff Financial Services, Inc., dedicating full-time hours to these activities. He also works full-time as an advisor for Kestra Advisory Services and Malachi Wealth Strategies, and spends about a quarter of his time as a pastor for Mission Church Grenada.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
June 2024 - Present · 2 yrs 1 mo
Kestra Advisory Services, LLC
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
USA Financial Securities CorporationBroker
May 2016 - June 2024 · 8 yrs 1 mo
USA Financial Securities Corporation
May 2016 - June 2024 · 8 yrs 1 mo
First Allied Advisory Services, INC.
September 2012 - May 2016 · 3 yrs 8 mos
First Allied Securities, INC.Broker
September 2012 - May 2016 · 3 yrs 8 mos
Cambridge Investment Research, INC.Broker
April 2011 - October 2012 · 1 yr 6 mos
State Registrations11 states
ALARFLGALAMSNCNJNYTNTX
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.
William Goff - Financial Advisor | TrueAdvisor