DK
CFA
DK
CFA

David King

8 Years of Experience

David King is a CFA-designated registered investment advisor at Mariner Institutional, LLC, based in Cincinnati, OH, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 64 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$2.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

312 Walnut Street, Suite 2300, Cincinnati, OH, 45202

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Mariner Institutional, LLC
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Fourth Street Performance Partners, INC.
March 2017 - April 2024 · 7 yrs 1 mo
State Registrations2 states
KYOH
Advisor

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.

Exams
No exam information available for this advisor.
David King - Financial Advisor | TrueAdvisor