Kevin King has been President and Shareholder of The Legacy Financial Group since April 2005, is a control person of the firm and directly owns between 50% and 75% of it.
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.
Kevin King is Founding Partner and senior wealth advisor of The Legacy Financial Group. He spent two decades providing tax, business, estate and retirement planning services and owned and operated businesses before starting the firm. He also mentors the next generation of the firm's team members.
Kevin King’s longest registration is the current one, 21 years at The Legacy Financial Group since 2005. Before joining The Legacy Financial Group in 2005, Kevin King was registered through The Financial & Business Research Corporation.
- – present · 21 yearsTulsa, OK · Adviser representative · Firm CRD 135059
- The Financial & Business Research Corporation– · 4 yearsTulsa, OK · Adviser representative · Firm CRD 117434
Investment adviser representative registrations
Kevin King is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2005; the most recent is Texas, in January 2025.
- OklahomaSince 27 May 2005
- TexasResidentSince 6 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Kyle King
- CRD
- 4498340
- Firm
- The Legacy Financial Group · CRD 135059
- Role
- President and Shareholder
- Office
- 1425 E. 41ST PLACE, SUITE 100, Tulsa, OK 74105
- Registration
- Investment adviser registration
- In the industry since
- December 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacyadvisor.net
Where does Kevin King work?
Kevin King has been President and Shareholder of The Legacy Financial Group, Inc. since April 2005, and is a control person of the firm.
Is Kevin King a financial advisor?
Yes. Kevin King has a current investment-adviser registration in Oklahoma and Texas, through The Legacy Financial Group since May 2005.
How many years of experience does Kevin King have?
Kevin King has 24 years in the financial industry, since December 2001, across 2 adviser firms.
What exams has Kevin King passed?
Kevin King passed the Series 65 in April 2001.
Where is Kevin King based?
Kevin King’s registered office is in Tulsa, OK.
Is Kevin King registered with FINRA?
No. Kevin King has no current broker registration.
How can I verify Kevin King’s record?
Search CRD 4498340 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin King’s full registration record.
- Gery SadzewiczChief Compliance Officer