Gw King (CRD# 1971288) is an Investment Advisor Representative working at King Retirement Solutions, LLC in North Port, FL and has over 34 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ks Retirement Solutions, LLC | Delta, CO | Oct 2018 - Current | 5 |
| Sole Proprietor Gw King | Delta, CO | Jul 1989 - Current | 34 |
| Brokers Financial | Delta, CO | Jan 2017 - Jan 2019 | 2 |
| Brokers International Financial Services, LLC | Delta, CO | Oct 2014 - Jan 2019 | 4 |
| Sunset Financial Services, Inc. | Grand Junction, CO | Jun 1997 - Oct 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- CO
- FL
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$83,370
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CO, FL
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