Charles King

Financial Advisor

Role: Financial Advisor at Capital Strategies, Beyond Wealth
Location: Austin, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Charles King

Utilizes overall experience in multiple disciplines to apply outstanding business development, management and execution. Core Values are Honor, Respect and Devotion to Duty above all else.I Build and execute Financial Plans to help achieve your personal retirement goals, business goals, minimize tax exposure, protect the things you care about and add value to your financial life. please feel free to contact me Oil And Gas Corporate Employer PlansMineral, Production and Royalty owners Independent Oil and Gas company Employer plans, Taxable Entity and Corporate Strategies for the Wealthy Business owner Business Development for Smaller Employers Group Benefits Small Structure Corporate Entity strategies and Planning; Rollovers; Corporate Owned Life InsuranceI am licensed to sell insurance in Texas, Arizona & California. CA License 44•••48.I am licensed to sell securities in Texas. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC Supervisory address: 317 Grace Lane, Suite 250, Austin, TX 78746.

Experience

Financial Advisor
Capital Strategies, Beyond Wealth
Dec 2025 — Present · Austin, TX, US

Skills

Investment Management
Financial Markets
Trading
Project Finance
Team Building
Finance
Series 7
Strategic Planning
Series 63
Asset Management
Financial Advisory
Small Business
Wealth Strategies
Financial Analysis
Business Development
Wealth Management
Investment Strategies
Alternative Investments
Private Equity
Options
Leadership Development
Training
Asset Managment
Insurance
Venture Capital
Securities
Public Speaking
Retirement
Bonds
Strategic Financial Planning
Process Improvement
Equities
Valuation
Asset Allocation
Mutual Funds
Risk Management
Corporate Finance
Retirement Planning
Finra
Investments

Contact information

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Work email
•••••@csomtx.com
Personal email
•••••@•••••.com
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Current company

Capital Strategies, Beyond Wealth

Financial Services · 104 employees · Founded 2013 · Austin, Texas, United States

Knowledge is the key to a successful financial future. Our background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing I am licensed to sell insurance in TX. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 10101 Reunion Pl ste 300 San Antonio, TX 78••••••••41

csomtx.com

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