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Elan King

Advisor at Raymond James Financial

Updated today

Location

Continental, OH

Credentials

Series 66

Industry experience

14 years

About

Elan King is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 11 years before joining Raymond James and its affiliates in 2022. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing comprehensive risk profiling and asset allocation tools, with a focus on advisory and implementation support rather than discretionary management.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

Continental, OH

Most active in

Ohio

Work history

Raymond James Financial

2026 - Present (1 year)

Raymond James Financial Services, INC

2026 - Present (1 year)

Raymond James & Associates, INC

2022 - 2025 (3 years)

Morgan Stanley Smith Barney

2011 - 2022 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Brian I

Series 63, Series 65

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Annuities Founder/Business Owner Executive Retired
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