Alconbury Trust L.l.c

Alconbury Trust L.l.c (CRD# 168312) is a financial advisory firm headquartered in Lake Mary, FL. They manage $10,244,464 in 22 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $465,657
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Alconbury Trust L.l.c
Showing 1 - 1 of 1 top financial advisors.
1
Sandy H. King
CRD#: 5992503
605 S Country Club Road, Lake Mary, FL 32746
100
Wealthminder
score

Sandy King (CRD# 5992503) is an Investment Advisor Representative working at Alconbury Trust L.l.c in Lake Mary, FL and has over 15 years of experience in the finance industry.

 

We work with British Nationals now living in the US or Americans who worked in the UK and built up pensions and investments in the UK.  We have options for UK Pensions and investments if you are no longer returning to the UK. 

 

Is your pension still in the UK?  We provide assistance and advice relating to UK Pensions and investments.

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