Kendall King (CRD# 4449600) is an Investment Advisor Representative working at Castlepoint Wealth Advisors in Oklahoma City, OK and has over 21 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.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Castleview Wealth Advisors | Oklahoma City, OK | Jan 2015 - Current | 9 |
| 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 |
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Total Assets Under Management547MILLIONS
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Total Number of Accounts979ACCOUNTS
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Average Account Value$559,043
- 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
- Selection of other advisers (including private fund managers)
OK, TX
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