Charles King

Charles King Email and Phone Number

Partner/Executive Vice President @ Creative Resources Investment Advisors
Charles King's Location
Austin, Texas, United States, United States
Charles King's Contact Details
About Charles King

Utilizes overall experience in multiple disciplines to apply outstanding business development, management and execution. Core Values are Honor, Respect and Devotion to Duty above all else.I Build and execute Financial Plans to help achieve your personal retirement goals, business goals, minimize tax exposure, protect the things you care about and add value to your financial life through my expertise in business and Financial Planning. please feel free to contact me SpecializationsOil And Gas Corporate Employer PlansMineral, Production and Royalty owners Independent Oil and Gas company Employer plansTaxable Entity and Corporate Strategies for the Wealthy Business owner Business Development for Smaller Employers Group Benefits Small Structure Corporate Entity strategies and Planning; Rollovers;Corporate Owned Life InsuranceRegistered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 901 S. MoPac Expy, Barton Oaks Plaza 4, Ste. 150, Austin, TX. 78746. 512.651.2009. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Co. of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.|COMPLIANCE:2020-386|

Charles King's Current Company Details
Creative Resources Investment Advisors

Creative Resources Investment Advisors

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Partner/Executive Vice President
Charles King Work Experience Details
  • Creative Resources Family Office
    Chief Investment Officer
    Creative Resources Family Office Dec 2024 - Present
    Reviews investment offerings and administration of Investment Policy Committee decisions. Executes committee decisions and reports to CEO and CFO oversight.
  • Creative Resources Investment Advisors
    Executive Vice President / Partner
    Creative Resources Investment Advisors May 2024 - Present
    Cranston, Rhode Island, Us
    Investment Advisory Services, Tax Planning, Financial Planning, Insurance and Annuity Planning
  • Lpl Financial
    Senior Financial Advisor
    Lpl Financial Apr 2022 - Apr 2024
    San Diego, Ca, Us
  • Southwestern Farm Capital Fund
    Vice President
    Southwestern Farm Capital Fund Apr 2021 - Mar 2022
  • White Aspen Capital
    Interim Chief Investment Officer
    White Aspen Capital Aug 2020 - Mar 2022
  • Kensington Analytics
    Vice President Of Capital Markets
    Kensington Analytics Jun 2020 - Aug 2020
    Austin, Texas, Us
  • Capital Wealth Strategies, Inc
    Senior Financial Advisor
    Capital Wealth Strategies, Inc May 2018 - May 2020
    Plantation, Florida, Us
  • Edward Jones
    Financial Advisor
    Edward Jones Jun 2017 - May 2018
    St. Louis, Mo, Us
  • Thrivent Financial
    Financial Advisor
    Thrivent Financial Jan 2016 - May 2017
    Minneapolis, Mn, Us
  • Pool Operating & Richman Oil & Gas
    Associate Vice President
    Pool Operating & Richman Oil & Gas Feb 2015 - Aug 2015
    Manage Oil & Gas interests for high net worth clients. Provide Tax Efficient investment strategies relating to oil and gas.
  • Carson Energy, Inc.
    Vice-President
    Carson Energy, Inc. Mar 2014 - Dec 2014
    Us
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jun 2013 - Mar 2014
    New York, Ny, Us
    Broker/FAHolds FINRA series 7, 63 & 65 licenseRetirement Planning
  • Millennium Exploration
    Broker
    Millennium Exploration Mar 2013 - Jun 2013
    Tax Deferred / Alternative investments. Oil & Gas Direct Participation Projects.
  • The Delta Company
    Broker
    The Delta Company Mar 2013 - Jun 2013
    Tax Deferred / Alternative investments. Oil & Gas Direct Participation Projects.Series 7&63 License
  • Texas Securities/Crown Exploration
    Broker
    Texas Securities/Crown Exploration Nov 2012 - Mar 2013
    Oil & Gas investments, Private Placements, Tax Deferred investmentsSeries 7&63 License
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Mar 2012 - Aug 2012
    New York, Ny, Us
    Investment AdviceWealth ManagementPortfolio Manager Asset Allocations Insurance Commercial and Private Lending Mortgage LendingCollege FundsRetirement Planning and AnalysisUGMA/UTMASmall Business SolutionsAsk about services provided for special needs families and children with disabilities.
  • U.S. Coast Guard
    Tactical Law Enforcement / Search And Rescue
    U.S. Coast Guard May 2008 - Mar 2012
    Washington, Dc, Us
    Served in United States Coast Guard Elite Multi-Mission Maritime Service with Distinction.Over 150 Search and Rescue CasesOver 300 Law Enforcement CasesTeam Meritorious CG Letter of Commendation (operational)CG Unit Accomendation (operational)Boat Forces (operational)National Defense M16, P229, M240 qualifiedEngineer 41UTB, 45RBMCrew / Tactical Crew 25RBSComms / Rescue21Advanced CPR / First Aid for the Professional RescuerDiversity and Leadership TrainingForce ProtectionSexual Assault Prevention TrainingOperational Security Hazmat Pollution ResponsePWCSPursuit TacticsUse Of Force continuum Judgmental Use of Force ExecutionDetainment ProceduresFleet Maintenance Fleet management
  • King Technical Consulting
    Owner
    King Technical Consulting 2002 - 2011
    Provided Technical Consultation and ServicesLinux and Unix based OS supportOn site supportSecurity ConsultationHIPPA compliant medical systemsNetwork Security Testing and ImplementationSCO / FreeBSD / Debian consultsNetwork EngineeringVPN / Telnet and Wireless Business SolutionsC, Perl, C++ and Java programming

Charles King Skills

Investments Series 7 Retirement Planning Series 63 Process Improvement Business Development Team Building Strategic Planning Public Speaking Marketing Strategy Finance Equities Insurance Strategy Analysis Small Business Training Asset Allocation Leadership Financial Analysis Alternative Investments Financial Advisory Entrepreneurship Mergers And Acquisitions Due Diligence Securities Valuation Corporate Finance Trading Finra Project Finance Financial Markets Leadership Development Bonds Investment Management Iras Options Private Equity Investment Strategies Start Ups Venture Capital Retirement Investment Advisory Mutual Funds Wealth Strategies

Charles King Education Details

  • American Public University System
    American Public University System
    General

Frequently Asked Questions about Charles King

What company does Charles King work for?

Charles King works for Creative Resources Investment Advisors

What is Charles King's role at the current company?

Charles King's current role is Partner/Executive Vice President.

What is Charles King's email address?

Charles King's email address is ch****@****ail.com

What is Charles King's direct phone number?

Charles King's direct phone number is +183037*****

What schools did Charles King attend?

Charles King attended American Public University System.

What are some of Charles King's interests?

Charles King has interest in Economic Empowerment, Civil Rights And Social Action, Politics, Education, Science And Technology, Disaster And Humanitarian Relief, Arts And Culture.

What skills is Charles King known for?

Charles King has skills like Investments, Series 7, Retirement Planning, Series 63, Process Improvement, Business Development, Team Building, Strategic Planning, Public Speaking, Marketing Strategy, Finance, Equities.

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