Kevin
King
The Legacy Financial Group, Inc
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About this Advisor
Kevin King is a financial advisor who works out of Tulsa, Oklahoma who has 18 years of relevant experience. King is on the advisory team at The Legacy Financial Group, Inc. They have spent the entirety of their career at The Legacy Financial Group, Inc. King has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Oklahoma. The Legacy Financial Group, Inc is a registered investment firm that has its headquarters in Tulsa, OK. It administers $336 million in assets between its 1,057 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,057 client accounts, 65% are held by high-net-worth clients who have at least $1 million in assets. The Legacy Financial Group, Inc provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically are based on which services are provided. However, fees billed by The Legacy Financial Group, Inc may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Legacy Financial Group, Inc Brokerage Details
$335,700,000
8
1,057
$317,597
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kevin King Work History
Kevin has been registered as a financial advisor for 18 years.*
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 Kevin 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 The Legacy Financial Group, Inc
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
