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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David King is a financial advisor with over 27 years of experience in the industry. Michael currently works with LPL Financial LLC and has previously worked with CUNA BROKERAGE SERVICES, INC., D.A. DAVIDSON & CO., CHARLES SCHWAB & CO., INC., and GREENWAY CAPITAL CORP. Michael is registered with the state of Washington and Idaho to provide investment advisory services. Michael holds the following licenses: Series 63, Series 65, Series 7, Series 9, Series 10, Series 52TO, and Series 53. Michael has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, pension and profit-sharing plans, and charitable organizations. Michael is also registered as a Municipal Securities Representative. Michael is also affiliated with Global Retirement & Investment Services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
05/18/2022 - Present
LPL Financial LLC (SPOKANE WA)
WA
01/05/2015 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (SPOKANE WA)
ID
11/02/2005 - 12/18/2013
D.A. DAVIDSON & CO. (COEUR D'ALENE ID)
TX
04/02/1996 - 10/25/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/19/1995 - 04/12/1996
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
IA
Issued 12/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/03/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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