UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
26yrs
William King has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Walnut Creek, California. After nine years at Citigroup Global Markets and three years at Citicorp Investment Services, William joined Wells Fargo Advisors in 2016, a firm offering financial planning, investment management, and retirement plan consulting. William holds the CFP® designation.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office2033 N Main Street 9th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2007 – 2016Citigroup Global Markets Inc.Previously
- 2004 – 2007Citicorp Investment ServicesPreviously
Contact William
Local office(925) 746-7200Ask for William. (314) 875-3000Main office · St. Louis, MO 2033 N Main Street 9th Floor [Nk/Nl-Rbo]Walnut Creek, CA 94596Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (925) 746-7200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for William King.
How long has William been a financial advisor?
William has been in the industry since 2000, about 26 years. Top 24% by experience nationwide.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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