J. Brian
King
Research Financial Strategies
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About this Advisor
J. Brian King is a financial advisor based in Watkinsville, Georgia, working with Research Financial Strategies. J. Brian King has previously held positions at Research Financial Strategies and Reutemann Financial Solutions, Inc. J. Brian King has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, J. Brian King is part of Research Financial Strategies, which operates out of Watkinsville, Georgia. The firm has 5 offices and 11 employees. The firm manages assets totaling $273.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Research Financial Strategies includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Research Financial Strategies Brokerage Details
$273,008,020
11
1,490
$183,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
J. Brian King Work History
Research Financial Strategies
Reutemann Financial Solutions, Inc
Disclosures
Please visit the SEC profile of J. Brian 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 Research Financial Strategies
Watkinsville, GA
Rockville, MD
Cleveland, OH
Cleveland, OH
Rockville, MD
Rockville, MD
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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