Claudia King, financial advisor Dallas TX
93 score

Claudia King

CRD Number: 5530474
Current Firm: Raymond James Financial Services Advisors, Inc.

Claudia King (CRD# 5530474) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dallas, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Coffa Management, Inc. Dallas, TX Mar 2010 - Current 6
Support Company - Insurance Dallas, TX Feb 2010 - Current 6
Mary Kay Dallas, TX Dec 2009 - Current 7
Agent Dallas, TX Nov 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Dallas, TX Jan 2009 - Current 7
Raymond James Financial Services, Inc. Dallas, TX Aug 2008 - Current 8
Beacon Financial Advisors Dallas, TX Mar 2008 - Current 8
Beacon Financial Advisors Dallas, TX Mar 2008 - Current 8
Carter Financial Services Dallas, TX Jun 2010 - Jun 2011 1
Trinity Medical Center Carrollton, TX Apr 2008 - Aug 2008 < 1
Claudia King Rmt Dallas, TX Jun 1996 - Apr 2008 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Claudia M. King
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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