Carrie King is a registered investment advisor at Equitable Advisors, LLC, based in Fort Worth, TX, with 17 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
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Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
801 Cherry Street, Suite 2300, Fort Worth, TX, 76102
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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.
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Carrie is a writer for Quarter Horse News, spends about 10-20% of her time as owner of Reyalight Enterprises, LLC, and co-owns residential real estate through Mackinac Holdings, LLC. She also serves as the executor of her parents' will and owns Royal Wealth Planners, LLC, a DBA name only, which requires no time commitment.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations23 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.