Barry King, financial advisor West Lawn PA
81 score

Barry King

CRD Number: 3128658
Current Firm: Transamerica Financial Advisors, Inc.

Barry King (CRD# 3128658) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in West Lawn, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. West Lawn, PA Jan 2012 - Current 4
World Financial Group West Lawn, PA Jun 2001 - Current 15
Investment Advisors International Brooklyn, NY Jan 2007 - Jan 2012 5
World Group Securities, Inc. Brooklyn, NY Apr 2002 - Jan 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Sep 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Barry C. King
Phone Number: 727-299-1800
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
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
  • 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
81

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