Fred
King Jr

The H Group, Inc

CRD#4840031
Investment Advisor
in Portland, OR

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About this Advisor

Fred King Jr is a financial advisor based in Portland, Oregon, working with The H Group, Inc. Fred has previously held positions at The H Group Inc and The H Group Washington, Inc. Fred has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, Oregon, Texas, and Washington. Currently, Fred is part of The H Group, Inc, which operates out of Portland, Oregon. The firm has 3 offices and 16 employees. The firm manages assets totaling $778.2 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 and portfolio management for individuals and small businesses. The fee structure at The H Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3395 Sw Garden View Ave
Portland, OR 97225

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The H Group, Inc Brokerage Details

Total Assets Under Management

$778,161,780

OR Average: $1,120,203,312
Total Number of Employees

16

OR Average: 50
Total Number of Accounts

2,564

OR Average: 1,309
Average Account Size

$303,495

OR Average: $855,770

Investment Advisory Services

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

Fred King Jr Work History

2019 - Present (5 years)

The H Group Washington, Inc

2004 - Present (20 years)

The H Group Inc

Disclosures

Please visit the SEC profile of Fred King Jr 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 H Group, Inc

Katherine Keppel
Salem, OR
Douglas Lindsey
Portland, OR
Lindsay Parret
Portland, OR
Jessica Tierney
Portland, OR
Michael Albillar
Albuquerque, NM
James Sager
Portland, OR
Fred King Jr
Portland, OR
Thomas Timberg
Portland, OR

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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