Lawrence King (CRD# 2015201) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Naples, FL and has over 34 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| King Wealth Management Group LLC | Saratoga Springs, NY | Feb 2012 - Current | 12 |
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2012 - Jan 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1990 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- FL
- NY
- TX
-
Total Assets Under Management751MILLIONS
-
Total Number of Accounts1,729ACCOUNTS
-
Average Account Value$434,504
- 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
CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VT
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