Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christian King is a financial advisor with over 10 years of experience in the industry. James is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66, and Series 99TO licenses. James is currently registered with Mutual Advisors, LLC and has previously been affiliated with several other firms including Purshe Kaplan Sterling Investments and McMillion Securities, Inc. James works with a variety of clients including individuals, high-net-worth individuals, corporations, and pension plans. James offers a variety of services including financial planning, portfolio management, and investment advisory services. James is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Hourly consulting
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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2
NC
02/07/2023 - Present
Mutual Advisors, LLC (Greensboro NC)
NC
11/10/2017 - 06/18/2021
PURSHE KAPLAN STERLING INVESTMENTS (Greensboro NC)
NC
03/28/2016 - 10/23/2017
MCMILLION SECURITIES, INC. (GREENSBORO NC)
NC
06/12/2013 - 04/05/2016
LPL FINANCIAL LLC (GREENSBORO NC)
BOTH
Issued 03/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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