Unclaimed Profile

Kevin Kyle King

THE LEGACY FINANCIAL GROUP, INC.·TULSA, Oklahoma

Clean recordTHE 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Kyle King is a registered financial advisor based in TULSA, Oklahoma, affiliated with THE LEGACY FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE LEGACY FINANCIAL GROUP, INC.

AUM

$420M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4498340

Firm CRD# 135059

View on FINRA BrokerCheck →

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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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