Amy King (CRD# 2927604) is an Investment Advisor Representative working at Lpl Financial LLC in Arvada, CO and has over 5 years of experience in the finance industry. Amy King has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
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 |
- CO
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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