Raymond King
Raymond King is a registered investment advisor at Clarity Wealth Solutions LLC, based in Atlanta, GA, with 24 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.70% |
| $250K - $500K | 2.20% |
| $500K - $1000K | 1.70% |
| $1M+ | 1.40% |
Fees are negotiable.
Fee Estimator
Location
One Alliance Center, 3500 Lenox Road, Suite 1500, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Criminal
February 1991Other Business ActivitiesSells Insurance
Raymond is a sole proprietor involved in a non-securities related insurance business since 2003. He dedicates minimal time to selling non-securities insurance products.
Employment History
Current Registrations
Clarity Wealth Solutions LLC
Previous Registrations
St. Bernard Financial Services, INC.Broker
Woodstock Wealth Management, INC.
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Wfg Advisors, LP
Wfg Investments, INC.Broker
J.P. Turner & Company, L.L.C.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.