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Kyle King

4 Years of Experience
Abingdon, VA
Broker

Kyle King is a registered investment advisor at Davenport & Company LLC, based in Abingdon, VA, with 4 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 16,512 clients with $22B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
332 advisors
Number of Clients
16,512 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$22.5B

Fee Structure

Minimum Investment:$25K

Davenport offers several investment management programs with different fee structures. Some programs have a wrap fee that bundles investment advice, custody, and brokerage services. Others charge fees based on assets under management, plus commissions on trades. The exact fees vary depending on the program you choose and the amount you invest. Some programs are no longer offered to new clients. Fees are generally billed quarterly, either in advance or after the fact. Some programs are only available on a wrap fee basis, while others are only available on a fee and/or commission basis.

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Location

153 W. Main Street, Suite 100, Abingdon, VA, 24210

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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.

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Other Business Activities

Kyle is involved in two outside business activities. He is the principal owner/operator of KGK Consulting, a sales consulting business, and a managing partner at Hawking Holdings, a real estate holding company, dedicating minimal time to each.

Employment History
Current Registrations
Davenport & Company LLCBroker
July 2023 - Present · 2 yrs 10 mos
Davenport & Company LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Edward Jones
July 2021 - July 2023 · 2 yrs
Edward JonesBroker
June 2021 - July 2023 · 2 yrs 1 mo
State Registrations17 states
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AdvisorBrokerBoth

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.