King CavalierCRD Number: 5879713
Current Firm: Wells Fargo Clearing Services, LLC
King Cavalier (CRD# 5879713) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Denver, CO and has over 7 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Wells Fargo Clearing Services, LLC||Denver, CO||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Denver, CO||Dec 2013 - Nov 2016||2|
|Rbc Capital Markets, LLC||Denver, CO||Jul 2013 - Dec 2013||< 1|
|Rbc Capital Markets, LLC||Seattle, WA||Jan 2011 - Jul 2013||2|
|Security Insurance Group||Greeley, CO||Jan 2010 - Dec 2010||< 1|
|King Of The Mountain||Loveland, CO||Jun 2007 - Jan 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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