William
Kingsbury
Valley Forge Investment Consultants, Inc
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About this Advisor
William Kingsbury is a financial advisor based in Norristown, Pennsylvania, working with Valley Forge Investment Consultants, Inc. William has previously held positions at Northwestern Mutual, High Point University, A Dui Pyle, Ups, Bishop Shanahan High School, Phoenixville Area Middle School, Doordash, Sedona Tap House, Ihop, 49 Wealth Management, Purshe Kaplan Sterling Investments, and Valley Forge Financial Group. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, William is part of Valley Forge Investment Consultants, Inc, which operates out of Norristown, Pennsylvania. The firm has 14 employees and manages assets totaling $2.8 billion. Valley Forge Investment Consultants, Inc serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Valley Forge Investment Consultants, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Forge Investment Consultants, Inc Brokerage Details
$2,838,109,788
14
1,111
$2,554,554
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Kingsbury Work History
Valley Forge Financial Group
Doordash
49 Wealth Management
Purshe Kaplan Sterling Investments
Northwestern Mutual
A Dui Pyle
Ups
Doordash
High Point University
Sedona Tap House
Ihop
Bishop Shanahan High School
Phoenixville Area Middle School
Disclosures
Please visit the SEC profile of William Kingsbury to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley Forge Investment Consultants, Inc
Norristown, PA
Norristown, PA
Norristown, PA
Norristown, PA
Norristown, PA
Norristown, PA
Norristown, PA
Norristown, PA
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