Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Lane King is a financial advisor with Edward Jones and has been in the industry since September 2004. Colby is licensed in 23 states and holds the Series 63, Series 66, Series 7 and SIE licenses. Colby has experience with Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC and is registered with FINRA and the state of New Mexico. Colby's practice focuses on helping individuals and families reach their financial goals. Colby is also a commissioner for the City of Aztec and a volunteer youth wrestling coach.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NM
03/08/2024 - Present
Edward Jones (FARMINGTON NM)
NM
03/06/2012 - 03/20/2024
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON NM)
NM
09/09/2004 - 03/05/2012
EDWARD JONES (EL PRADO NM)
BOTH
Issued 07/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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