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GK

Gw King

KING RETIREMENT SOLUTIONS
NORTH PORT, FL
·CRD# 1971288·37 years experience

Professional Summary

Gw King, who also goes by G W King, Gale Wilbur King, is a registered financial advisor currently at KING RETIREMENT SOLUTIONS, LLC located in North Port, Florida. Gw is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Gw has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

G W King, Gale Wilbur King

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

37 years in the financial services industry

Current & Past Employments

KING RETIREMENT SOLUTIONS, LLC·CRD# 299303
RIA
North Port, FL
January 2, 2019 - Present
INTEGRITY ALLIANCE, LLC.·CRD# 139627
RIA
Delta, CO
January 3, 2017 - December 31, 2018
INTEGRITY ALLIANCE, LLC.·CRD# 139627
BD
Delta, CO
October 31, 2014 - December 31, 2018
SUNSET FINANCIAL SERVICES, INC.·CRD# 3538
RIA
Delta, CO
February 23, 2001 - December 31, 2010
SUNSET FINANCIAL SERVICES, INC.·CRD# 3538
BD
Delta, CO
June 20, 1997 - October 31, 2014
INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443
BD
Appleton, WI
August 15, 1994 - June 9, 1997
LOCUST STREET SECURITIES, INC.·CRD# 1703
BD
Des Moines, IA
May 27, 1993 - August 30, 1994
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
July 18, 1989 - June 1, 1993

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Current Firm

KR
KING RETIREMENT SOLUTIONS, LLC

KING RETIREMENT SOLUTIONS, LLC | KS RETIREMENT SOLUTIONS, LLC

CRD#: 299303
Colorado
Registered Investment Advisory firm - Colorado (1/2/2019 Approved)
Florida
Registered Investment Advisory firm - Florida (9/13/2021 Approved)

Contact Information

Main Address

North Port, FL

Phone Number

(970) 260-8781

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

18

AUM (Assets Under Management)

$2,002,142

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) SOLE PROPRIETOR GW KING; INVESTMENT RELATED; 4096 Dragon Street, North Port, FL 34288; LIFE INSURANCE BUSINESS; 07/1989; 80 HOURS PER MONTH DURING TRADING HOURS; LIFE ACCIDENT AND HEALTH INSURANCE SALES
(2)Dancing Moon Travel; No; North Port, FL; Travel Agency; Travel Agent; 08/2025; 20/ HRS MO; 0/ HRS MO

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Colorado
(1/2/2019)
IAR
Florida
(9/13/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1989About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1989About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 1989About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gw King's CRS (Customer Relationship Summary).

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