Kendall
King
Castlepoint Wealth Advisors
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About this Advisor
Kendall King is a certified financial planner who works out of Oklahoma City, Oklahoma who has 8 years of industry experience. King currently works for Castlepoint Wealth Advisors. Their career trajectory has included roles at The Legacy Financial Group, Inc and Castleview Wealth Advisors. King holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Oklahoma and Texas. Castlepoint Wealth Advisors is an advisory business that has its headquarters in Oklahoma City, OK. It controls $327 million in total assets among its 227 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves three charitable organizations. Of its 227 accounts, 39% are associated with high-net-worth investors who have more than $1 million in assets. The company offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. However, fee types billed by Castlepoint Wealth Advisors likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Castlepoint Wealth Advisors Brokerage Details
$326,698,065
10
227
$1,439,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kendall King Work History
Kendall has been registered as a financial advisor for 8 years.*
Castleview Wealth Advisors
The Legacy Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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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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.
