Unclaimed Profile

Kevin Kyle King

THE LEGACY FINANCIAL GROUP, INC.·TULSA, Oklahoma

Series 65Clean record24 years registeredTHE LEGACY FINANCIAL GROUP, INC.

1425 E. 41ST PLACE, TULSA, OK 74105CRD# 4498340Firm CRD# 135059

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Kyle King · TULSA, OK

Registration

CRD #4498340 · THE LEGACY FINANCIAL GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

THE LEGACY FINANCIAL GROUP, INC.

May 2005 – present

THE FINANCIAL & BUSINESS RESEARCH CORPORATION

Dec 2001 – Dec 2005

TULSA, OK

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 10, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE LEGACY FINANCIAL GROUP, INC.

CRD 135059 · SEC 801-64293

AUM

$420M

Regulatory assets under management

Employees

1,454 client accounts

Services offered by THE LEGACY FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE LEGACY FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Kyle King offer?

Kevin Kyle King specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Kevin Kyle King's credentials?

Kevin Kyle King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Kyle King located?

Kevin Kyle King is based in TULSA, Oklahoma, working with THE LEGACY FINANCIAL GROUP, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Kevin Kyle King charge for services?

Kevin Kyle King's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE LEGACY FINANCIAL GROUP, INC.?

THE LEGACY FINANCIAL GROUP, INC. has approximately 8 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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