Teresa King, financial advisor Aledo TX

Teresa King

CRD Number: 7119860
Current Firm: Integrated Wealth Concepts LLC

Teresa King (CRD# 7119860) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Aledo, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Aledo, TX Apr 2021 - Current 1
Integrated Wealth Concepts, LLC Aledo, TX Apr 2021 - Current 1
Edward Jones St Louis, MO Jun 2019 - Feb 2021 1
Unemployed Aledo, TX Jan 2019 - May 2019 < 1
Jps Health Network Fort Worth, TX Mar 2013 - Dec 2018 5
University Of Phoenix On-line Tempe, AZ Mar 2012 - Aug 2013 1
Jps Health Network Fort Worth, TX Mar 2007 - Mar 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Teresa King
Phone Number: (781) 890-3045
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,826
    MILLIONS
  • Total Number of Accounts
    27,886
    ACCOUNTS
  • Average Account Value
    $280,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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