James Killingsworth, financial advisor Tulsa OK
96 score

James Killingsworth

CRD Number: 6054998
Current Firm: The Legacy Financial Group, Inc.

James Killingsworth (CRD# 6054998) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 5 years of experience in the finance industry. James Killingsworth 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.

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Professional Designations
Company Name Location Dates Years
The Legacy Financial Group Tulsa, OK May 2017 - Current < 1
Stephen Streeter Moore Tulsa, OK Jan 2017 - Apr 2017 < 1
Unemployed Dallas, TX Nov 2016 - Dec 2016 < 1
The Ayco Company, L.p./mercer Allied Dallas, TX Feb 2013 - Oct 2016 3
Nylife Securities LLC Dallas, TX Aug 2012 - Feb 2013 < 1
Mogul Wealth Strategies, LLC Dallas, TX Jun 2012 - Feb 2013 < 1
New York Life Insurance Company Dallas, TX Apr 2012 - Feb 2013 < 1
Unemployed Irving, TX Jan 2012 - Apr 2012 < 1
Dentures And Dental Services Checotah, OK Jul 2011 - Dec 2011 < 1
Telos Fitness Center Dallas, TX Feb 2010 - Jun 2011 1
Unemployed Stillwater, OK Jan 2010 - Feb 2010 < 1
Oklahoma State University Stillwater, OK Jan 2007 - Dec 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for James B. Killingsworth
Phone Number: 918-665-0826
Registered State(s):
  • AR
  • OK
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    262
    MILLIONS
  • Total Number of Accounts
    1,122
    ACCOUNTS
  • Average Account Value
    $233,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AR, KS, MO, OK, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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