Kendall KingCRD Number: 4449600
Current Firm: The Legacy Financial Group, Inc.
Kendall King (CRD# 4449600) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Edmond, OK and has over 15 years of experience in the finance industry. Kendall King 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.
Mark I Asset Management, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trilogy Financial Solutions
|Castleview Wealth Advisors||Tulsa, OK||Jan 2015 - Current||2|
|The Legacy Financial Group, Inc.||Tulsa, OK||Apr 2005 - Jul 2015||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management205MILLIONS
Total Number of Accounts1,110ACCOUNTS
Average Account Value$184,953
- 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
- Pension consulting services
AR, KS, MO, OK, TX
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