David Chandler King

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2016 → 03/2017
  Insurance Procurement Services
  Baton Rouge, LA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2) DAVID KING, 1220 ANNUNCIATION ST, NEW ORLEANS, LA, 4/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 160 HR/MO, 160 HR/MO TRADING. 3) DAVID KING, 1220 ANNUNCIATION ST, NEW ORLEANS, LA, 03/2022, MORTGAGE LOAN ORIGINATOR, NIR, 10 HR/MO, 8 HR/MO TRADING. 4) DAVID KING, 2800 MANHATTAN BLVD, SUITE C, HARVEY, LA, 04/2023, NOTARY, NIR, 1 HR/MO, 0 HR/MO TRADING. 5) ATLAS WEALTH MANAGEMENT, LLC, 1220 Annunciation St, New Orleans LA 70130, 02/2026, Owner, DBA Name, NIR, 160 HR/MO, 8 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-24
• S63 Uniform Securities Agent State Law Examination
  2015-05-06

Designations

• Certified Financial Planner