Terri King (CRD# 4115535) is an Investment Advisor Representative working at Slatestone Wealth LLC in Boca Raton, FL and has over 12 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Slatestone Wealth, LLC | Boca Raton, FL | Jun 2017 - Current | 6 |
| King & Lenson (formerly Greenstein & King) | Boca Raton, FL | May 1992 - Current | 32 |
| Linsco Private Ledger | Boca Raton, FL | May 2005 - May 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- FL
-
Total Assets Under Management1,370MILLIONS
-
Total Number of Accounts1,426ACCOUNTS
-
Average Account Value$961,056
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, MA, MD, MN, NC, NH, NJ, NY, TX, WI
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