Claudia  King,  CFP<sup>&reg;</sup> - Financial Advisor

Claudia King, CFP®

Financial Advisor

Beacon Financial Advisors

13155 Noel Road, Suite 900
Dallas, TX 75240
(972) 918-5130 CONNECT WITH Claudia
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Claudia King is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beacon Financial Advisors in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services, Inc. Beacon Financial Advisors is not a registered broker dealer and is independent of Raymond James Financial Services.

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Annuities, Career Change, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Starting a Family, Long-term Care, Nontraditional Households, Women's Finances


Helpful Financial Planning Resources