Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Douglas King is a financial advisor who has been working in the financial services industry since June 18, 1998. Kurt is currently registered with Ameriprise Financial Services, LLC, and has been with the firm since July 17, 2015. Kurt has a Series 7, Series 31, and Series 63 license. Kurt is also a Certified Financial Planner (CFP®). Kurt has worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. in the past. Kurt specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and asset allocation services. Kurt is based in Walnut Creek, CA.
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.
Asset allocation services
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
07/17/2015 - Present
Ameriprise Financial Services, LLC (WALNUT CREEK CA)
CA
01/01/2008 - 07/20/2015
WELLS FARGO ADVISORS, LLC (WALNUT CREEK CA)
CA
10/13/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WALNUT CREEK CA)
CA
06/19/1998 - 10/18/1999
ALAMO CAPITAL (WALNUT CREEK CA)
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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