Katherine King, financial advisor Berkeley CA

Katherine King

CRD Number: 2377541
Current Firm: North Berkeley Wealth Management, LLC

Katherine King (CRD# 2377541) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has over 29 years of experience in the finance industry. Katherine 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
North Berkeley Investment Partners, LLC Berkeley, CA Aug 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Katherine C. King
Phone Number: 510-528-5820
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    613
    MILLIONS
  • Total Number of Accounts
    1,465
    ACCOUNTS
  • Average Account Value
    $418,517
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NY, OR, TX, WA

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