Adam King, financial advisor Massena NY
93 score

Adam King

CRD Number: 2992493
Current Firm: Lpl Financial LLC

Adam King (CRD# 2992493) is an Investment Advisor Representative working at Lpl Financial LLC in Massena, NY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Plattsburgh, NY Apr 2014 - Current 2
Nbt Bank Plattsburgh, NY Apr 2014 - Current 2
Morgan Stanley Burlington, VT Jun 2013 - Apr 2014 < 1
The Investment Center Plattsburgh, NY Mar 2012 - May 2013 1
Northern Insuring Plattsburgh, NY Mar 2003 - May 2013 10
Ing Financial Partners, Inc. Plattsburgh, NY Jan 2011 - Mar 2012 1
Ing Financial Advisers, LLC Plattsburgh, NY Dec 2010 - Jan 2011 < 1
Town Of Schuyler Falls Schuyler Falls, NY Jun 2008 - Jul 2009 1
Town Of Schuyler Falls Shuyler Fall, NY Jun 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Adam A. King
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
93
Clean Record
This advisor has a clean track record with regulators.

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