Daniel Edward King
Investment adviser representative at Cgn Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
Are you Daniel Edward King? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cgn Advisors, LLCOct 2023 to now
- Dek Financial Solutions, LLCJun 2018 to Jan 2024
- Watermark Asset ManagementOct 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cgn Advisors, LLC
$1.6BAssets managed
1,321Clients
36Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4054679
- Firm CRD
- 159359