Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Adams King is an investment advisor representative with TLG Advisors, Inc. and Arseneau Financial. Kelley has been in the financial services industry since 1984 and has extensive experience in the investment advisory industry. Kelley has several designations and is registered in several states. Kelley is also an independent insurance agent and has experience in the financial services industry.
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.
Placement of institutional funds
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.
1
2
CO
03/22/2022 - Present
TLG Advisors, Inc. (LITTLETON CO)
OH
04/08/2020 - 03/15/2022
VALMARK SECURITIES, INC. (LANCASTER OH)
OH
08/03/2004 - 03/06/2020
VALMARK SECURITIES, INC. (WORTHINGTON OH)
OH
06/05/2008 - 11/11/2013
PLANTE MORAN INSURANCE AGENCY (COLUMBUS OH)
AZ
03/15/1996 - 08/19/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
05/15/1984 - 03/26/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
08/03/1982 - 05/10/1984
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 12/10/1985
Series 63 - Uniform Securities Agent 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 12/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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