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J. brian King

Research Financial Strategies

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About J. brian King

J. Brian King is an investment advisor representative at Research Financial Strategies. J. Brian King is registered with the state of Georgia. J. Brian King has a total of 27 years of experience in the industry. Prior to joining Research Financial Strategies, J. Brian King was employed by LPL FINANCIAL LLC. J. Brian King has passed the Series 7 and Series 66 exams. J. Brian King is registered with the state of Georgia. J. Brian King has passed the Series 7 and Series 66 exams.

Firm Information

J. brian King is currently registered with Research Financial Strategies. Research Financial Strategies is a Rockville, MD-based investment advisor with approximately $273 million in assets under management. The firm specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Research Financial Strategies serves a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. The firm's website is HTTP://WWW.RFSADVISORS.COM.
Research Financial Strategies

2273 RESEARCH BLVD

ROCKVILLE, MD 20850-3264

$273.01M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of annual income or net worth

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J. brian King’s Registration & Firm History

GA

12/13/2011 - Present

Research Financial Strategies (BOGART GA)

GA

07/28/2006 - 08/07/2012

LPL FINANCIAL LLC (BOGART GA)

SC

03/26/2003 - 08/01/2006

METLIFE SECURITIES INC. (GREENVILLE SC)

SC

03/26/2003 - 08/01/2006

METROPOLITAN LIFE INSURANCE COMPANY (GREENVILLE SC)

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Licenses & Designations

BOTH

Issued 07/30/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for J. brian King.
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