John KingCRD Number: 7401432
Current Firm: Fidelity Personal And Workplace Advisors
John King (CRD# 7401432) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Fidelity Investments||Durham, NC||Jan 2016 - Current||6|
|Xerox||Raleigh, NC||Jun 2015 - Jan 2016||< 1|
|Saint Augustine's||Raleigh, NC||Aug 2014 - May 2015||< 1|
|Capital Bank||Raleigh, NC||Jun 2014 - Aug 2014||< 1|
|Saint Augustine's University||Raleigh, NC||Aug 2013 - May 2014||< 1|
|Olive Garden||Springfield, PA||May 2013 - Aug 2013||< 1|
|Saint Augustine's University||Raleigh, NC||Aug 2012 - May 2013||< 1|
|Olive Garden||Springfield, PA||May 2011 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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