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William Merritt King

CORE COMPLIANCE GROUP, LLC·ROCK HILL, South Carolina
Unclaimed Profile
744 ARDEN LANE, ROCK HILL, SC 29732CRD# 5945182Firm CRD# 306661
01

About

William Merritt King is a registered financial advisor based in ROCK HILL, South Carolina, affiliated with CORE COMPLIANCE GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORE COMPLIANCE GROUP, LLC
CORE ADVISORY GROUP
AUM
$238M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CORE COMPLIANCE GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5945182
Firm CRD# 306661
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Merritt King offer?
William Merritt King specializes in Financial Planning, Investment Management. Contact their office in ROCK HILL, South Carolina for a consultation.
What are William Merritt King's credentials?
William Merritt King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Merritt King located?
William Merritt King is based in ROCK HILL, South Carolina, working with CORE COMPLIANCE GROUP, LLC. Their office serves clients in the ROCK HILL metropolitan area and surrounding communities.
How does William Merritt King charge for services?
William Merritt King's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORE COMPLIANCE GROUP, LLC?
CORE COMPLIANCE GROUP, LLC has approximately 11 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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