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Sean Gregory King

Sageview Advisory Group, LLC

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About Sean Gregory King

Sean Gregory King is an investment advisor representative for Sageview Advisory Group, LLC. Sean has been in the financial industry since 1994 and holds Series 6, 7, 24 and 63 licenses. Sean has worked for various companies, including Cetera Advisor Networks LLC, Walnut Street Securities, Inc., MML Investors Services, Inc., and Retirement Plan Consultants, Inc. Sean is currently registered in Tennessee and Texas. Sean's other business activities include managing family investments through King Family Investments, LLC and King CIC Holdings, LLC. Sean also provides admin and compliance services to captive insurance companies through CIC Services, LLC.

Firm Information

Sean King is currently registered with Sageview Advisory Group, LLC. Sageview Advisory Group, LLC is a financial advisory firm headquartered in Newport Beach, CA. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. They manage over $202 billion in assets for over 34,000 clients.
Sageview Advisory Group, LLC

4000 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$202.57B

Assets Under Management

5

Total Clients

117

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean King’s Registration & Firm History

TN

08/11/2009 - Present

Sageview Advisory Group, LLC (KNOXVILLE TN)

TN

12/01/2005 - 12/31/2018

CETERA ADVISOR NETWORKS LLC (KNOXVILLE TN)

TN

02/08/2005 - 12/20/2005

WALNUT STREET SECURITIES, INC. (KNOXVILLE TN)

MA

08/02/1994 - 02/18/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 08/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Gregory King.
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