Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles King is an investment advisor representative at Creative Resources Investment Advisors LLC. Charles has been in the industry since 2012 and has a wide range of experience. Charles offers financial planning, pension consulting, and portfolio management services. Charles is registered to provide investment advisory services in California and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
05/03/2024 - Present
Creative Resources Investment Advisors LLC (Austin TX)
TX
05/05/2022 - 05/10/2024
LPL FINANCIAL LLC (AUSTIN TX)
TX
05/29/2020 - 08/14/2020
ASCENDANT ALTERNATIVE STRATEGIES, LLC (Austin TX)
TX
08/30/2018 - 05/29/2020
PARK AVENUE SECURITIES LLC (AUSTIN TX)
TX
01/08/2018 - 05/09/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
06/02/2017 - 11/29/2017
EDWARD JONES (ROUND ROCK TX)
TX
01/19/2016 - 06/02/2017
THRIVENT INVESTMENT MANAGEMENT INC. (San Angelo TX)
TX
06/24/2013 - 03/21/2014
MORGAN STANLEY (SAN ANTONIO TX)
TX
03/06/2013 - 06/26/2013
DBA THE DELTA COMPANY (SAN ANTONIO TX)
TX
11/13/2012 - 03/04/2013
TEXAS SECURITIES, INC. (CARROLLTON TX)
LA
05/15/2012 - 08/27/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
IA
Issued 09/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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