Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Willis King is an investment advisor representative at Aspiriant, LLC. Michael is a licensed investment advisor representative in California. Michael has been working in the financial services industry since 2009. Prior to joining Aspiriant, LLC, Michael worked at Truist Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael holds the Series 7, Series 63 and Series 65 securities licenses.
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.
Strategic management for diversified investment portfolios.
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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2
CA
08/11/2023 - Present
Aspiriant, LLC (LOS ANGELES CA)
GA
05/28/2019 - 04/14/2023
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
12/22/2014 - 08/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
05/01/2012 - 12/17/2014
MERCER ALLIED COMPANY, L.P. (ATLANTA GA)
NY
12/15/2009 - 04/16/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/31/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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