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 35 years of experience in the financial services industry. David is currently registered with Avantax Advisory Services and Avantax Planning Partners, Inc. in Pennsylvania and Texas. David specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. David is also a licensed insurance agent with Gierl Augustine & Associates, LLC.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/14/2024 - Present
Avantax Advisory Services (DALLAS TX)
PA
09/02/2014 - 01/04/2018
PURSHE KAPLAN STERLING INVESTMENTS (Sarver PA)
PA
02/16/2007 - 09/11/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (SARVER PA)
PA
06/09/2000 - 02/20/2007
ALLSTATE FINANCIAL SERVICES, LLC (CRANBERRY TWP PA)
MA
07/30/1999 - 04/28/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/30/1999 - 04/28/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
PA
01/25/1996 - 07/20/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
PA
12/21/1994 - 01/15/1996
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)
NJ
08/05/1991 - 12/20/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/05/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MI
09/15/1989 - 03/07/1991
RONEY & CO. (DETROIT MI)
NY
09/15/1989 - 09/20/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
11/19/1985 - 09/16/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BC
Issued 05/20/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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