Amy King, financial advisor Arvada CO

Amy King

CRD Number: 2927604
Current Firm: Lpl Financial LLC

Amy King (CRD# 2927604) is an Investment Advisor Representative working at Lpl Financial LLC in Arvada, CO and has over 4 years of experience in the finance industry. Amy King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Arvada, CO Jul 2023 - Current 1
Cetera Advisor Networks El Segundo, CA Jun 2022 - Jul 2023 1
Cwm, Llc Dba Carson Partners - Crd # 155344 Arvada, CO Jun 2022 - Jul 2023 1
Unemployed Arvada, CO Mar 2022 - Jun 2022 < 1
Lpl Financial, LLC Denver, CO Mar 2018 - Mar 2022 4
Tedstrom Wealth Advisors, Inc. Denver, CO Oct 2019 - Dec 2021 2
Tedstrom Wealth Advisors Denver, CO Mar 2018 - Apr 2019 1
Bessemer Trust Company Na Denver, CO May 2012 - Mar 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Amy K. King
Phone Number: 704-733-3300
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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