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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Coleman King is an investment advisor representative currently registered with 1919 Investment Counsel, LLC. Charles has been in the industry for over 20 years and has experience with various firms, including Deutsche Bank Securities Inc., Scudder Investor Services, Inc., and Prudential Securities Incorporated. Charles is also a registered investment advisor in Pennsylvania and Texas. Charles is well-versed in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Asset-based fees for nondiscretionary model advice
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2
PA
01/05/2005 - Present
1919 Investment Counsel, LLC (PHILADELPHIA PA)
NY
10/21/2003 - 01/13/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
03/23/1998 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
09/29/1986 - 10/23/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 04/07/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2000
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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