William Gungoll, financial advisor Enid OK

William Gungoll

CRD Number: 4956626
Current Firm: Kestra Private Wealth Services, LLC

William Gungoll (CRD# 4956626) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Enid, OK and has over 16 years of experience in the finance industry. William Gungoll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Investment Services, LLC Enid, OK Dec 2023 - Current < 1
Kestra Private Wealth Services, LLC Enid, OK Dec 2023 - Current < 1
Edward Jones St Louis, MO Jun 2011 - Dec 2023 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for William Gungoll
Phone Number: 844-553-7872
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    4,480
    MILLIONS
  • Total Number of Accounts
    14,374
    ACCOUNTS
  • Average Account Value
    $311,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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