John King, financial advisor Durham NC

John King

CRD 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.

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Company Name Location Dates Years
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
Contact Info for John A. King
Phone Number: 617-563-7000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • 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, VT, WA, WI, WV, WY

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