NEW YORK–(BUSINESS WIRE)–
Larry King – one of Registered Rep magazine’s 2011 Top 100 Advisors –
becomes a latest high-profile investment confidant to mangle divided from a
normal “wirehouse” brokerage to join Dynasty’s network of
eccentric Registered Investment Advisors (RIAs). With this move, King
and his group form a new association called King Wealth Management Group, and
turn a ninth confidant business to precedence a Dynasty platform.
“Our partnership with Dynasty Financial Partners provides a organisation with
a top peculiarity infrastructure, investigate and advisory services to
build, raise and strengthen a clients’ wealth,” says King. “But no one
owns us. Being entirely eccentric gives us a autonomy, objectivity and
coherence to always act in a clients’ best interest; partnering with
Dynasty brings us all a capabilities and methodical firepower of a
vast firm. It’s unequivocally a best of all worlds.”
King has been a devoted provider of resources government services in New
York’s collateral segment for 22 years. While building his use through
a career during Merrill Lynch, Prudential Securities and Morgan Stanley
Smith Barney, King served on a Board of Directors for a Portfolio
Management Institute (PMI) in Denver, CO and helped to found a Academy
of Certified Portfolio Managers (ACPM). He is widely famous as a
heading U.S. financial advisor, earning a Top 1000 arrange by Barron’s
repository in 2009 in further to his Registered Rep Top 100 respect last
year.
“Dynasty has turn a partner of choice for top-tier advisors like Larry
King, who wish to work but stipulations or compromise,” says Shirl
Penney, President and CEO of Dynasty Financial Partners. “King Wealth
Management Group is a quintessential instance of an chosen wirehouse
resources government group that can take a services to a new turn by
going eccentric on a Dynasty platform.”
King Wealth Management will take full advantage of Dynasty’s robust
open-architecture height of resources government solutions, that include
state-of-the art technology, managed investments, institutional
research, trust and word services and credit facilities. Dynasty
has crafted a bespoke set of capabilities for King, including Fidelity’s
custodial and clearing services and Black Diamond’s institutional back
bureau services. King will also implement Dynasty’s exclusive wealth
government platform, that integrates industry-leading investigate from
Callan Associates with Envestnet’s state-of-the-art collection and technology.
“My partner Daniel Gale and we have finished due attention on many investment
firms, and we have found that a best people, investigate and services are
no longer housed underneath one roof,” says King. “Dynasty integrates the
really best capabilities from around a industry, either from a boutique
investigate shop, a vast financial firm, or custom-built by Dynasty
itself. It is a absolute story that affords us rare flexibility
in a solutions we can provide; we are assured that this is a way
we wish to conduct income for a clients, ourselves and a families.”
“We built Dynasty since we commend that financial advisors and their
clients comparison advantage from a truly eccentric confidant model,” says Todd
Thomson, Chairman of Dynasty’s Board of Directors. “Larry and his team
have demonstrated a relentless joining to providing usually a best for
their clients. We are gay to acquire King Wealth Management Group
to Dynasty’s flourishing network of chosen partner firms.”
About King Wealth Management Group
In 2012, a Saratoga Springs, NY-based resources government group led by
Larry King transitioned to a eccentric space to found a King
Wealth Management Group. The firm’s advisors work with one purpose:
to broach to their clients what they would for themselves and their own
families. The King Wealth Management Group is dedicated to servicing its
clients’ financial needs but dispute or compromise, and utilizes
a capabilities of Dynasty Financial Partners, a heading provider of
investment and record platforms for eccentric Registered
Investment Advisors. www.kingwealthmanagementgroup.com
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates a finest
capabilities for a industry’s heading eccentric investment advisor
teams — but stipulations or conflicts. Dynasty offers a customized
open-architecture height of a excellent resources government solutions and
record to assistance eccentric advisors best strengthen and grow their
clients’ wealth. Dynasty’s core element is “objectivity without
compromise,” and a organisation is committed to crafting solutions that allow
investment advisors to act as loyal curators to their clients. For
some-more information, greatfully revisit www.dynastyfinancialpartners.com.
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