James Killingsworth (CRD# 6054998) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 11 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.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Legacy Financial Group | Tulsa, OK | May 2017 - Current | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
| S63 | Uniform Securities State Law Examination | Nov 2012 |
- OK
- TX
-
Total Assets Under Management420MILLIONS
-
Total Number of Accounts1,454ACCOUNTS
-
Average Account Value$288,600
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NE, OK, TX
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