A complete list of active advisors currently associated with King Financial Investments Inc
Warmer can help you find a great advisor at King Financial Investments Inc or one who fits your needs even better.
King Financial Investments Inc is an SEC-registered adviser that provides discretionary portfolio management and ongoing investment oversight to individual and high‑net‑worth clients. The firm documents client objectives in written investment policy statements and primarily implements portfolios with ETFs, mutual funds, equities and fixed‑income securities. The firm combines fundamental and technical analysis and employs both long‑term and short‑term trading strategies while exercising discretionary trading authority for managed accounts. Accounts are reviewed at least monthly, and custody and trade execution are generally handled through Schwab Institutional, which the firm requires clients to use when possible. King Financial maintains an affiliation with a separate accounting practice and has senior management with a CPA credential, a structural feature the brochure highlights as distinctive and that can introduce accounting/tax expertise as well as potential conflicts that are disclosed in firm policies. The firm is small by staff but manages about $38 million across a limited number of client relationships and does not aggregate block trades for multiple client accounts, a practice the brochure notes can affect execution outcomes in certain market conditions.
To learn more about the advisors currently working at King Financial Investments Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Marietta, GA
| 3
|
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