James King (CRD# 851300) is an Investment Advisor Representative working at Lindenwold Advisors Inc. in Reading, PA and has over 38 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lindenwold Advisors, Inc. | Reading, PA | Mar 2020 - Current | 4 |
| Bb&t Institutional Investment Advisers | Wyomissing, PA | Mar 2009 - Feb 2020 | 10 |
| Branch Bank And Trust Company | Wyomissing, PA | Mar 1994 - Feb 2020 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
- PA
-
Total Assets Under Management252MILLIONS
-
Total Number of Accounts277ACCOUNTS
-
Average Account Value$909,422
- A percentage of assets under your management
- 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)
FL, PA
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