Johanna King (CRD# 5470206) is an Investment Advisor Representative working at King Wealth Advisors, LLC in San Mateo, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| King Wealth Advisors, LLC | San Mateo, CA | Mar 2018 - Current | 6 |
| Netsuite, Inc. | San Mateo, CA | Jun 2015 - Mar 2018 | 2 |
| Unemployed | San Mateo, CA | Feb 2008 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- CA
-
Total Assets Under Management73MILLIONS
-
Total Number of Accounts178ACCOUNTS
-
Average Account Value$408,007
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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