Steven
King

Tcfg Investment Advisors, LLC

CRD#6819944
Investment Advisor
in Laguna Niguel, CA

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About this Advisor

Steven King is a financial advisor based in Laguna Niguel, California, working with Tcfg Investment Advisors, LLC. Steven has previously held positions at Bank Of America / Merrill Lynch, Keller Williams Realty, K&M Premier Real Estate, Baker Hughes, and Edward Jones. Steven has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Steven is part of Tcfg Investment Advisors, LLC, which operates out of Laguna Niguel, California. The firm has 19 offices and 25 employees. The firm manages assets totaling $506.8 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Tcfg Investment Advisors, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

28202 Cabot Rd Suite 300
Laguna Niguel, CA 92677

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Tcfg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$506,774,284

CA Average: $7,578,581,321
Total Number of Employees

25

CA Average: 43
Total Number of Accounts

2,441

CA Average: 3,727
Average Account Size

$207,609

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Steven King Work History

2021 - 2024 (3 years)

Edward Jones

2017 - 2021 (4 years)

Bank Of America / Merrill Lynch

2016 - 2017 (1 year)

Keller Williams Realty

2015 - 2016 (1 year)

K&M Premier Real Estate

2012 - 2015 (3 years)

Baker Hughes

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Disclosures

Please visit the SEC profile of Steven King to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tcfg Investment Advisors, LLC

Don Dumas
Laguna Niguel, CA
Robert Milan
Canton, OH
Tommy Fausett
Laguna Niguel, CA
Michael Halla
Manitowoc, WI
Steven King
Laguna Niguel, CA
Alysia Lindberg
Camarillo, CA
Michael Herlevi
Laguna Niguel, CA
Willy Tan
La Habra, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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