Keegan King has been an investment adviser representative at The Legacy Financial Group since September 2019, and is not listed among the firm’s executive officers or direct owners.
The Legacy Financial Group, Inc. is a Tulsa, OK firm with $591M under management, 317 clients and 5 advisers across 3 offices, as of its September 2026 filing.
Keegan King is Partner and Director of Financial Planning of The Legacy Financial Group. He began at the firm as an analyst, and his role focuses on the positioning of client portfolios and financial plans.
- – present · 7 yearsTulsa, OK · Adviser representative · Firm CRD 135059
Professional designations
Listed by The Legacy Financial Group
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Keegan King is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2019; the most recent is Texas, in January 2025.
- OklahomaSince 18 September 2019
- TexasResidentSince 6 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 September 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Keegan B King
- CRD
- 7147066
- Firm
- The Legacy Financial Group · CRD 135059
- Office
- 1425 E. 41ST PLACE, SUITE 100, Tulsa, OK 74105
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacyadvisor.net
Where does Keegan King work?
Keegan King is an investment adviser representative registered through The Legacy Financial Group, Inc. since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is Keegan King a financial advisor?
Yes. Keegan King has a current investment-adviser registration in Oklahoma and Texas, through The Legacy Financial Group since September 2019.
How many years of experience does Keegan King have?
Keegan King has 7 years in the financial industry, since September 2019, across 1 adviser firm.
What exams has Keegan King passed?
Keegan King passed the Series 65 in September 2019.
Where is Keegan King based?
Keegan King’s registered office is in Tulsa, OK.
Is Keegan King registered with FINRA?
No. Keegan King has no current broker registration.
Is Keegan King a CFA charterholder?
The Legacy Financial Group lists Keegan King with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Keegan King’s record?
Search CRD 7147066 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keegan King’s full registration record.
Kevin KingPresident and Shareholder- Gery SadzewiczChief Compliance Officer