KK
KK

King Samuel Kearns

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

Tucson, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

King is an Investment Advisor Representative at Everest Financial Group, LLC, spending about half their time there. King also owns an insurance agency, servicing life, long-term care insurance, and annuities, but spends minimal time on it, primarily monitoring variable contracts.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Everest Financial Group
February 2008 - Present · 18 yrs
Previous Registrations
Everest Financial Group
March 2006 - December 2007 · 1 yr 9 mos
Securities America, INC.Broker
December 2005 - June 2024 · 18 yrs 6 mos
Focus Financial Network, INC.
August 2004 - January 2006 · 1 yr 5 mos
Royal Alliance Associates, INC.Broker
June 1998 - December 2005 · 7 yrs 6 mos
American Express Financial Advisors INC.Broker
January 1992 - June 1998 · 6 yrs 5 mos
Ids Life Insurance CompanyBroker
January 1992 - June 1998 · 6 yrs 5 mos
State Registrations8 states
AZFLGAMIMNNJNYOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.