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Ronald King

Advisor at Capital Investment Counsel Inc

Updated today
Capital Investment Counsel Inc logo

Firm

Capital Investment Counsel Inc

Location

Raleigh, NC 27609

Credentials

Series 63, Series 65, Series 66

Industry experience

30 years

About

Ronald King is a financial advisor at Capital Investment Counsel Inc with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Capital Investment Group, Inc. since 2007. Outside of his advisory role, he serves as president of RL King & Company, where he conducts securities litigation case reviews and provides expert testimony. Capital Investment Counsel, Inc. offers discretionary, tailored portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm follows a contrarian “Counsel Style” investment philosophy focused on financially strong, undervalued companies and emphasizes low turnover, tax efficiency, and customized portfolio solutions.

Client services

Based on Capital Investment Counsel Inc

Financial planning Portfolio management

Expertise

Based on Capital Investment Counsel Inc

Active portfolio management

Fee options

Percentage

$0 - $500,000: 1.75% $500,001 - $1,500,000: 1.50% $1,500,001 - $3,000,000: 1.25% $3,000,001+: Negotiable

Commissions

Clients pay trading costs or commissions, which may be paid to affiliated brokers; registered representatives may receive commissions on securities transactions

Other

Account minimum: $100,000 Minimum fee: $500 annual minimum fee, may be waived at management's discretion Fee-only: Advisory fees based on asset management; financial planning fees are negotiable and in addition to advisory fees

Location

100 E. Six Forks Road, Ste. 200

Raleigh, NC 27609

Most active in

North Carolina · Texas · Virginia

Work history

Capital Investment Group, Inc.

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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