Advisors at this firm
Alexander K
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Alexander King is a financial advisor with Christensen, King & Associates Investment Services, Inc. He holds a Series 65 credential and has 11 years of industry experience. King has been with Christensen King PC since 2012. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets. The firm serves individual, high-net-worth, and corporate clients, offering portfolio management and advisory services using a blend of fundamental, technical, and quantitative analysis.
Caryle B
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Caryle Brown is a Series 65 credentialed financial advisor with Christensen, King & Associates Investment Services, Inc., where they have worked since 1989, accumulating 26 years of industry experience. In addition to advisory services, Caryle is a shareholder in Christensen King & Associates’ affiliated CPA firm. Christensen King & Associates is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis combined with asset allocation and third-party manager due diligence to develop tailored investment strategies.
Joseph R
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Joseph Reid is a financial advisor with Christensen, King & Associates Investment Services, Inc. He holds a Series 65 designation and has 18 years of industry experience. He has been associated with Christensen King PC since 2005. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered adviser with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis to construct portfolios and offers individual portfolio management and related advisory services.
Joseph C
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Joseph Crowther is a Series 65-credentialed financial advisor with 18 years of industry experience. He has been with Christensen King PC since 2003. Christensen King & Associates Investment Services, Inc. is an SEC-registered, team-based adviser with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients, primarily individuals and high-net-worth clients along with some corporations. The firm provides individual portfolio management and related advisory services using a combination of fundamental, technical, and quantitative analysis, and employs both long- and short-term investment strategies.
Anthony A
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Anthony Adams is a Series 65 licensed financial advisor with Christensen, King & Associates Investment Services, Inc. He has six years of industry experience and has been employed at Christensen King PC, a public accounting firm, since 2014, where he divides his time between accounting and investment activities. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered adviser with nine advisors managing approximately $273.7 million in discretionary assets for about 583 clients. The firm serves primarily individual and high-net-worth clients, offering portfolio management and related advisory services using a blend of analytical methods and both long- and short-term investment strategies.
Robin G
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Robin Gould is a financial advisor with Christensen, King & Associates Investment Services, Inc. in Richland, WA, holding a Series 65 license and 26 years of industry experience. She has been with Christensen, King & Associates since 1996. Christensen, King & Associates is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis to construct portfolios and offers services including retirement rollovers and client-specific investment policy development.
Scott B
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Scott Brunson is a financial advisor with Christensen, King & Associates Investment Services, Inc., holding the Series 65 designation and bringing 21 years of industry experience. He has been with Christensen, King & Associates since 2003. Outside of his advisory role, he is involved with the affiliated Christensen King CPA firm. Christensen, King & Associates Investment Services is a team-based SEC-registered adviser with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a combination of fundamental, technical, and quantitative analyses alongside asset allocation and third-party manager due diligence to create portfolios managed on a discretionary basis.
Robert M
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Robert McBride Jr. is a Series 65-licensed financial advisor with Christensen, King & Associates Investment Services, Inc. in Richland, WA, where he has worked since 1990, accumulating 26 years of industry experience. In addition to his advisory role, he is a shareholder in Christensen King & Associates, a CPA firm not related to investment services. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients, primarily individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis alongside asset allocation and third-party manager due diligence to manage portfolios on a discretionary basis.
Molly A
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Molly Andler is a financial advisor at Christensen, King & Associates Investment Services, Inc. with seven years of industry experience. She holds a Series 65 designation and has been associated with Christensen King PC since 2010. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients. The firm serves individual, high-net-worth, and some corporate clients, offering portfolio management and related advisory services using a combination of fundamental, technical, and quantitative analysis.