Advisor at TCFG Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TCFG Investment Advisors, LLC
Location
Corpus Christi, TX
Credentials
Series 66
Industry experience
8 years
Steven King is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones and Bank of America/Merrill Lynch. Outside of financial advising, he owns and operates an e-commerce business and works as an Uber driver. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management.
Based on TCFG Investment Advisors, LLC
$500 - $10,000; sometimes calculated as 0.20% - 0.50% of assets under management annually
$0 - $249,999: 2.00% per annum $250,000 - $499,999: 1.75% per annum $500,000 - $1,000,000: 1.50% per annum $1,000,000+: 1.00% per annum
$175 - $250 per hour
Corpus Christi, TX
California · Texas
Unemployed
2024 - Present (2 years)
Edward Jones
2021 - 2024 (3 years)
Bank of America / Merrill Lynch
2017 - 2021 (4 years)
Keller Williams Realty
2016 - 2017 (1 year)
K&M Premier Real Estate
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Robstown, TX
Rook Strategies Wealth Management, PLLC
Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 63, Series 65
Corp Christi, TX
JMJRG, Inc. dba Strategic Wealth Management Group
Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
Series 63, Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
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