Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid King is a financial advisor with over 20 years of experience in the industry. David is currently registered with Simplicity Wealth and holds Series 63, 65, 7, and SIE licenses. Previously, David worked for Ameriprise Financial Services, LLC, Cetera Advisor Networks LLC, Girard Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., UBS Financial Services Inc., The (Wilson) Williams Financial Group, Linsco/Private Ledger Corp., National Securities Corporation, and Edward D. Jones & Co., L.P. David specializes in providing financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
07/31/2024 - Present
Simplicity Wealth (SUMMIT NJ)
TX
08/21/2020 - 07/05/2024
AMERIPRISE FINANCIAL SERVICES, LLC (HURST TX)
TX
11/01/2017 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (COLLEYVILLE TX)
TX
05/18/2012 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
10/23/2009 - 05/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
05/28/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GRAPEVINE TX)
NJ
05/04/2001 - 06/16/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
10/15/1999 - 05/07/2001
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
SC
10/12/1999 - 10/15/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
11/17/1997 - 10/12/1999
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
MO
02/07/1996 - 10/31/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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