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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wallace King is a financial advisor registered in California. James King is associated with Coppell Advisory Solutions LLC. James King has been in the industry since 1989. James King has also previously been associated with FIRST ALLIED SECURITIES, INC., ASSET PLANNING SOLUTIONS, INC., SECURITIES AMERICA, INC., LIBERTY SECURITIES CORPORATION, EQUICO SECURITIES, INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, TITAN/VALUE EQUITIES GROUP, INC., L.F. THOMPSON & COMPANY, and BARABAN SECURITIES, INC.
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.
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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CA
01/01/2025 - Present
Coppell Advisory Solutions LLC (Solana Beach CA)
CA
01/02/2002 - 08/09/2013
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/23/1999 - 12/31/2001
ASSET PLANNING SOLUTIONS, INC. (SAN DIEGO CA)
CA
07/07/1998 - 10/06/1999
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NE
02/24/1997 - 07/06/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
09/29/1994 - 06/20/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
04/13/1993 - 07/27/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/13/1993 - 07/27/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CA
02/26/1991 - 03/30/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
03/30/1989 - 10/28/1989
L.F. THOMPSON & COMPANY
NA
03/21/1989 - 04/06/1989
BARABAN SECURITIES, INC.
IA
Issued 11/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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