Kelley KingCRD Number: 1055978
Current Firm: Valmark Advisers, Inc.
Kelley King (CRD# 1055978) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Worthington, OH and has over 32 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Valmark Advisors, Inc.||Akron, OH||Oct 2013 - Current||4|
|Plante Moran Insurance Agency Services, LLC||Columbus, OH||Apr 2008 - Current||10|
|Valmark Securites, Inc.||Akron , OH||Aug 2004 - Current||13|
|Plante Moran Financial Advisors||Columbus, OH||Apr 2008 - Sep 2013||5|
|King Dodson Armstrong Financial||Columbus, OH||Oct 2002 - Apr 2008||5|
|King Financial Services, L.l.c||Columbus, OH||Jun 1982 - Apr 2008||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
Total Assets Under Management5,192MILLIONS
Total Number of Accounts8,718ACCOUNTS
Average Account Value$595,509
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)