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.
CRD# 2245599
Trinity Fiduciary Partners, LLC
CRD# 6909749
Fidelity Personal And Workplace Advisors
CRD# 4185119
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| 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 |
- TX
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Total Assets Under Management7,826MILLIONS
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Total Number of Accounts27,886ACCOUNTS
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Average Account Value$280,644
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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