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Deborah Lewis King is a registered Investment Advisor Representative with Asset Management Associates. Deborah has been in the industry since February 2001 and is registered with the state of Connecticut. Deborah has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Deborah specializes in providing financial planning and portfolio management services for individuals. Asset Management Associates provides a variety of advisory services including financial planning, portfolio management for individuals, and financial planning services. The firm has approximately $86,208,000 in assets under management and has 120 clients.
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.
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.
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CT
04/10/2001 - Present
Asset Management Associates (SOUTH WINDSOR CT)
IA
Issued 02/10/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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