King Wealth Management Group, LLC
King Wealth Management Group, LLC (CRD# 159550) is a financial advisory firm headquartered in Naples, FL. They manage $751,257,817 in 1,729 accounts and serve the financial needs of clients across 17 states (or territories).
-
Total Assets Under Management751MILLION
-
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
Daniel Gale (CRD# 4138857) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 24 years of experience in the finance industry.
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.
Kenneth Terpening (CRD# 5075351) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry.
Michele Martin (CRD# 2204947) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 19 years of experience in the finance industry.
Sean Moynahan (CRD# 7425100) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 2 years of experience in the finance industry.
Jane Quinn (CRD# 1968016) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 28 years of experience in the finance industry.