Teresa KingCRD 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.
Trinity Fiduciary Partners, LLC
Fidelity Personal And Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management7,826MILLIONS
Total Number of Accounts27,886ACCOUNTS
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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