Tobias King, financial advisor Delta CO
96 score

Tobias King

CRD Number: 5564586
Current Firm: Raymond James Financial Services Advisors, Inc.

Tobias King (CRD# 5564586) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Delta, CO and has over 7 years of experience in the finance industry. Tobias 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
Raymond James Financial Services Advisors Inc. Delta, CO Feb 2009 - Current 7
N/a Montrose, CO Oct 2008 - Current 8
Raymond James Financial Services, Inc. Delta, CO Jul 2008 - Current 8
King Financial Services LLC Delta, CO Jun 2008 - Current 8
Delta County School Delta, CO May 2008 - Jul 2008 < 1
Co State Univ Fort Collins, CO Aug 2003 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Tobias A. King
Phone Number: 727-567-5877
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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