Earl King is a CFP-designated registered investment advisor at E. Roger Financial Group, based in Largo, MD, with 3 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1 clients with $220K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
For small business client Retirement Plan accounts, E. Roger Financial Group will charge 0.45 basis point annually for employees.
Fee Estimator
Location
9701 Apollo Drive, Suite 410, Largo, MD, 20774
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Earl works full-time as a Business Procurement Specialist for the District of Columbia Government, providing guidance to DC-based small businesses seeking government contracting opportunities. This activity is not investment-related.
Employment History
Current Registrations
E. Roger Financial Group
State Registrations1 state
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