AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Eric Douglas King

Eric Douglas King

CFP®
J. W. COLE ADVISORS
Corvallis, OR
·CRD# 4852517·22 years registered

Professional Summary

Eric Douglas King, CFP® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Corvallis, Oregon and J.W. COLE FINANCIAL, INC. located in Corvallis , Oregon. Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Eric has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
View profile
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

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

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2007

Years of Experience

22 years registered in the securities industry

Current & Past Employments

Current

J. W. COLE ADVISORS, INC.Current·CRD# 112294
RIA
Corvallis, OR
October 31, 2026 - Present
J.W. COLE FINANCIAL, INC.Current·CRD# 124583
BD
Corvallis , OR
November 4, 2026 - Present

Past

CAMBRIDGE INVESTMENT RESEARCH, INC.Past·CRD# 39543
BD
Corvallis, OR
June 27, 2025 - October 23, 2026
THE AMERIFLEX GROUPPast·CRD# 305585
RIA
Corvallis, OR
May 5, 2021 - October 19, 2026
OSAIC WEALTH, INC.Past·CRD# 23131
BD
Corvallis, OR
September 1, 2023 - July 9, 2025
OSAIC SERVICES, INC.Past·CRD# 133763
BD
Corvallis, OR
May 5, 2021 - September 1, 2023
VOYA FINANCIAL ADVISORS, INC.Past·CRD# 2882
RIA
Eugene, OR
January 3, 2011 - May 7, 2021
VOYA FINANCIAL ADVISORS, INC.Past·CRD# 2882
BD
Eugene, OR
January 3, 2011 - May 7, 2021
VOYA FINANCIAL PARTNERS, LLCPast·CRD# 34815
RIA
Corvallis, OR
October 6, 2004 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLCPast·CRD# 34815
BD
Windsor, CT
September 23, 2004 - January 3, 2011

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

JW
J. W. COLE ADVISORS, INC.

ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - SEC (11/23/2001 Approved)
Arizona
Registered Investment Advisory firm - Arizona (12/4/2001 Terminated)
Florida
Registered Investment Advisory firm - Florida (12/5/2001 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634

Phone Number

(813) 935-6776

# of Employees

550

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

31,247

AUM (Assets Under Management)

$8,247,916,891

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.) BRIDGES WEALTH INSURANCE, LLC; Investment Related; 5951 NE Elliott Circle, Corvallis OR 97330, United States; Fixed Insurance; Owner; 06/27/2025; 10 HRS/MO; 10 HRS/MO DURING TRADING HRS; Fixed Insurance for Clients when appropriate. 2.) BRIDGES WEALTH MANAGEMENT, LLC; Investment Related; 5951 NE Elliott Circle, Corvallis OR 97330, United States; DBA - Financial Advisor; Owner; 06/2003; 160 HRS/MO; 160 HRS/MO DURING TRADING HRS; Provide investment advice and financial planning to clients. 3.) ENVESTMENT I, LLC; Not Investment Related; 5951 NE Elliott Circle, Corvallis OR 97330, United States; Real Estate; Owner; 06/27/2025; 2 HRS/MO; 2 HRS/MO DURING TRADING HRS; Residential Real Estate. 4.) ENVESTMENT KING LLC; Not Investment Related; 5951 NE Elliott Circle, Corvallis OR 97330, United States; Real Estate; Owner; 06/27/2025; 2 HRS/MO; 2 HRS/MO DURING TRADING HRS; Residential real estate rental. 5.) NOTARY - ERIC KING; Not Investment Related; 5951 NE Elliott Circle, Corvallis OR 97330, United States; Notary services; Owner; 06/27/2025; 1 HR/MO; 1 HR/MO DURING TRADING HRS; Notarizing documents. 6.) FIRMAURA INC: Not Investment Related; 5951 NE Elliott Circle, Corvallis OR 97330, United States; Software Services; Co-Owner; 01/01/2026; 1 HR/MO; 1 HR/MO DURING TRADING HRS; Consulting software development company creating operating software for accounting firms.

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.

ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - SEC (11/23/2001 Approved)
Arizona
Registered Investment Advisory firm - Arizona (12/4/2001 Terminated)
Florida
Registered Investment Advisory firm - Florida (12/5/2001 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Oregon
(10/31/2026)
RR
Oregon
(11/5/2026)
IAR
Texas
(11/4/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Oct 2004About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2004About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#