Kendall
King
Castlepoint Wealth Advisors
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About this Advisor
Kendall King is a financial advisor based in Oklahoma City, Oklahoma, working with Castlepoint Wealth Advisors. Kendall has previously held positions at The Legacy Financial Group, Inc and Castlepoint Wealth Advisors. Kendall has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Kendall is part of Castlepoint Wealth Advisors, which operates out of Oklahoma City, Oklahoma. The firm has 1 office and 10 employees. The firm manages assets totaling $547.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Castlepoint Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Castlepoint Wealth Advisors Brokerage Details
$547,302,860
10
979
$559,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kendall King Work History
Castlepoint Wealth Advisors
The Legacy Financial Group, Inc
Disclosures
Please visit the SEC profile of Kendall 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 Castlepoint Wealth Advisors
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
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