Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kevin King is a financial professional with over 25 years of experience in the financial services industry. Mark is currently registered with Cambridge Investment Research Advisors, Inc. in Norfolk, Virginia. Mark has held previous positions at WFG Investments, Inc., GWN Securities Inc. and VALIC Financial Advisors, Inc. Mark holds Series 6, 7, 24, 26, 63 and 65 licenses as well as the SIE exam certification. Mark provides a wide range of services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
08/22/2017 - Present
Cambridge Investment Research Advisors, Inc. (Norfolk VA)
VA
01/14/2014 - 08/22/2017
WFG INVESTMENTS, INC. (NORFOLK VA)
FL
02/04/2013 - 01/14/2014
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
VA
04/21/1998 - 02/07/2013
VALIC FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)
TX
01/25/1994 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 08/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/01/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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