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William Bovee King

Advisor at Wood Creek Capital Advisors, LLC — Lynchburg, VA

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

38 years

Location

Lynchburg, VA 24502

Wood Creek Capital Advisors, LLC logo

Wood Creek Capital Advisors, LLC

Supported

Total advisors

2

Clients per advisor

131 Very High

Avg AUM per client

$210,996 Very Low

HNW client ratio

9% Low

About

William King is a ChFC® credentialed financial advisor at Wood Creek Capital Advisors, LLC with 37 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company for over three decades. Wood Creek Capital Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and direct management of variable annuity and variable life products for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs, conducting regular portfolio reviews and accommodating client-imposed restrictions.

Client services

Based on Wood Creek Capital Advisors, LLC

Financial planning Portfolio management Variable annuity and life management

Expertise

Based on Wood Creek Capital Advisors, LLC

Options & derivatives strategies

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Fee options

Project-based

$200 per hour for financial planning and consulting

Location

Lynchburg, VA

101 Duncraig Dr., Unit 106

Lynchburg VA 24502

Advisors at this office

2

Most active in

Virginia

Work history

38 years of industry experience

Wood Creek Capital Advisors, LLC

2023 - Present • 3 years

Lynchburg, VA

Mass Mutual Investors Services

1997 - 2023 • 26 years

Forest, VA

MML INVESTORS SERVICES

1990 - 2023 • 33 years

Forest, VA

Massachusetts Mutual life Insurance Company

1990 - 2024 • 34 years

Springfield, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth B

ChFC®

Lynchburg, VA

Kenneth Dean Bennett

Kenneth Bennett is a ChFC®-designated financial advisor with 12 years of industry experience. He is the sole advisor at Kenneth Dean Bennett, an independent firm based in Lynchburg, VA. In addition to his advisory work, he is a partner in Wellness by Design LLC, a business that sells nutritional products. Kenneth Dean Bennett provides comprehensive financial planning services to individuals and small business entities, focusing on retirement planning, tax management, estate and business succession planning, insurance and risk management, and education funding. The firm offers educational seminars and emphasizes asset-allocation recommendations, risk-tolerance and cash-flow analyses, and periodic plan reviews, while clients maintain control over trade implementation.

General retirement planning General estate planning guidance General tax planning
user avatar

Kurt C

CFP®, Series 63, Series 65

Lynchburg, VA

Harvest - Faith-Based Investing

Kurt Cornfield is a CFP® professional with 39 years of industry experience, currently serving as the sole advisor at Harvest - Faith-Based Investing. He has previously worked at Merrill and Bank of America, N.A., and has taught at Liberty University’s School of Business since 2010. In addition to his advisory work, he is involved with Harvest App LLC. Harvest offers automated, discretionary investment management through a digital platform designed for Christian investors seeking values-aligned portfolios. The firm utilizes third-party registered investment managers and algorithm-driven portfolio matching to provide ETF-based models that emphasize biblical principles, impact investing, and risk management across asset classes.

ESG / Sustainable investing Passive / index investing Active portfolio management Religious/faith focused

John H

CFP®

Lynchburg, VA

Lynchburg Wealth Management

Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.

General retirement planning Doctor or Medical Professional Young Professionals
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Allan M

Series 66

Lynchburg, VA

Servus Capital Management

Allan Malina is a financial advisor at Servus Capital Management in Lynchburg, VA, with 23 years of industry experience. He holds the Series 66 designation and has been with Servus Capital Management since 2009. Servus Capital Management provides financial planning and portfolio management primarily for individual clients, as well as non-profit, corporate, and retirement-plan clients. The firm utilizes an IPS-driven process with a proprietary Quantitative Portfolio Management system that employs ETF-based strategies and offers specialized services such as pension consulting and an asset-parking platform for legacy holdings.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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John M

Series 65

Forest, VA

City Capital Management L.L.C.

John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Passive / index investing Options & derivatives strategies Active portfolio management
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Laura O

Series 65

Forest, VA

Investment Leadership, LLC

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Multi-generational wealth transfer
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