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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Clark King is an Investment Advisor Representative at Titleist Asset Management, LLC. Russell has been in the financial services industry since 2003. He is licensed in Texas and has passed several industry exams, including the Series 7, Series 3, Series 31, SIE, and Series 99TO. Russell was previously a Registered Representative at Titleist Capital, LLC, where he worked since 2007. Russell has also held prior positions at SummitAlliance Securities, L.L.C., Financial Counseling Corporation, Morgan Stanley DW Inc., and A. G. Edwards & Sons, Inc. Russell specializes in working with high-net-worth individuals, corporations, and other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/17/2023 - Present
Titleist Asset Management, LLC (SAN ANTONIO TX)
TX
01/08/2009 - 08/15/2011
SUMMITALLIANCE SECURITIES, L.L.C. (AUSTIN TX)
TX
09/06/2006 - 12/31/2008
FINANCIAL COUNSELING CORPORATION (HOUSTON TX)
TX
05/26/2004 - 08/25/2006
MORGAN STANLEY DW INC. (AUSTIN TX)
MO
01/09/2003 - 06/10/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 01/16/2003
Series 66 - Uniform Combined 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 05/05/2006
Series 3 - National Commodity Futures Examination
BC
Issued 07/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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