Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda King is a financial advisor with over 9 years of experience in the industry. Amanda is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with LPL Financial LLC since November 2015. She holds Series 7, 66, and SIE licenses. In addition to LPL Financial, Amanda is also registered with Don P. Quint AND Associates LLC and KQ Wealth Management. Amanda's clients include individuals, families, businesses, and retirement plans. She provides a variety of financial services, including financial planning, investment management, and retirement planning. Amanda's office is located in Tulsa, OK, and she serves clients throughout the state of Oklahoma and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
05/13/2022 - Present
LPL Financial LLC (TULSA OK)
BOTH
Issued 08/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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