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John Kevin King

Investment adviser representative at Wealthcrossing
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. WealthcrossingJun 2005 to now
  2. Sbk Financial, Inc.Mar 2004 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (VA).

Wealthcrossing

Legal name: Sbk Financial, Inc.

$1.5BAssets managed
267Clients
7Advisers
21 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
4708979
Firm CRD
132513
Advisor's SEC record (opens in a new tab)
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