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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Walker King has been a financial professional since 1997 and is currently registered with LPL Financial LLC. King has extensive experience in the industry, holding licenses in numerous states. Jeffrey King specializes in providing comprehensive financial planning and investment management services to individuals, corporations, and businesses. King also offers educational seminars, consulting, and selection of other advisors. With a deep understanding of the financial markets and a commitment to client satisfaction, King guides his clients toward their financial goals.
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.
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2
TN
01/11/2018 - Present
LPL Financial LLC (CLEVELAND TN)
NY
12/22/1997 - 02/28/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2008
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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