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Gerald William King

Fairhaven Wealth Management, LLC

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About Gerald William King

Gerald William King is a financial advisor with over 20 years of experience in the industry. He has been registered with the Securities and Exchange Commission since 1999 and is currently registered with the state of Illinois. Gerald is a Series 7, 66, and SIE licensed professional. Gerald currently works at Fairhaven Wealth Management, LLC. Gerald is an experienced financial advisor who helps individuals, families, and businesses achieve their financial goals. He specializes in financial planning, portfolio management, and retirement planning.

Firm Information

Gerald King is currently registered with Fairhaven Wealth Management, LLC. Fairhaven Wealth Management, LLC is an investment advisor registered with the SEC. The firm provides a wide range of services, including financial planning, portfolio management for individuals, pension consulting, and publication of periodicals. Fairhaven Wealth Management manages assets for a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm has a strong track record of managing assets and is committed to providing its clients with exceptional service.
Fairhaven Wealth Management, LLC

104 E. ROOSEVELT ROAD

WHEATON, IL 60187

$699.76M

Assets Under Management

48

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gerald King’s Registration & Firm History

IL

03/30/2015 - Present

Fairhaven Wealth Management, LLC (WHEATON IL)

IL

01/30/2012 - 02/27/2015

VESTOR CAPITAL SECURITIES, LLC (CHICAGO IL)

IL

10/06/1999 - 02/06/2012

MERCER ALLIED COMPANY, L.P. (LAKE FOREST IL)

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Licenses & Designations

BOTH

Issued 01/19/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerald William King.
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