King MahCRD Number: 6564232
Current Firm: Lincoln Financial Advisors Corporation
King Mah (CRD# 6564232) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Prescott Valley, AZ and has over 5 years of experience in the finance industry.
Oneamerica Securities, Inc.
Cetera Advisor Networks LLC
Yavapai Financial Planning, LLC
|Lincoln Financial Advisors Corporation||Prescott Valley, AZ||Mar 2019 - Current||3|
|Edward Janulis||Peoria, AZ||Sep 2015 - Current||6|
|Bamboo Cafe||Glendale, AZ||Apr 2008 - Current||14|
|Various Insurance Carriers For W&r Insurance Agencies||Peoria, AZ||Oct 2016 - Mar 2019||2|
|Waddell & Reed, Inc.||Peoria, AZ||Jun 2016 - Mar 2019||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management36,787MILLIONS
Total Number of Accounts111,465ACCOUNTS
Average Account Value$330,036
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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