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Steven Andrew King

Tcfg Investment Advisors, LLC

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About Steven Andrew King

Steven Andrew King is a financial advisor registered with the state of Texas. Steven has been working in the financial services industry since October 2017. Steven is currently employed by Tcfg Investment Advisors, LLC with an office located in Laguna Niguel, California. Steven is also registered with the firm in Corpus Christi, Texas. Steven is also registered as an Investment Advisor Representative in Texas, with Tcfg Investment Advisors, LLC. Steven holds FINRA Series 66, 7, and SIE licenses. Steven's experience includes working with clients in the areas of Pension and Profit Sharing Plans and Individuals other than High Net Worth. Steven has been associated with firms including Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Tcfg Investment Advisors, LLC.

Firm Information

Steven King is currently registered with Tcfg Investment Advisors, LLC. Tcfg Investment Advisors, LLC is a registered investment advisor located in Laguna Niguel, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Tcfg Investment Advisors, LLC manages approximately $506,774,284 in assets. The firm has 24 employees, including 11 licensed agents and 22 registered representatives.
Tcfg Investment Advisors, LLC

28202 CABOT RD

LAGUNA NIGUEL, CA 92677

$506.77M

Assets Under Management

Not reported

Total Clients

26

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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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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percentage of assets

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

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Steven King’s Registration & Firm History

CA

05/06/2024 - Present

Tcfg Investment Advisors, LLC (LAGUNA NIGUEL CA)

TX

09/10/2021 - 04/19/2024

EDWARD JONES (INGLESIDE TX)

TX

10/03/2017 - 09/21/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORPUS CHRISTI TX)

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Licenses & Designations

BOTH

Issued 02/09/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Andrew King.
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