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William K

Series 63, Series 65

King William, VA

LPL Financial

William King Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2003. Additionally, he is a Notary Public, providing notary services for client documents. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and supporting diversified strategies through internal and third-party research.

College savings (529s, UTMA, etc.)
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Jerome N

Series 66

King William, VA

LPL Financial

Jerome Newbill Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he is also a licensed real estate agent affiliated with Keller Williams Realty and Dalton Realty, and he sells fixed life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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