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Kayla King

Wealthshield Partners, LLC

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About Kayla King

Kayla King is a registered investment advisor representative associated with Wealthshield Partners, LLC. Kayla is also a registered investment advisor representative in North Carolina. Kayla has been in the industry for approximately 10 years. Kayla has a Series 65 license and is a graduate of North Carolina State University. Wealthshield Partners, LLC is a Registered Investment Advisor with the Securities and Exchange Commission and is headquartered in Cary, NC. Wealthshield Partners, LLC provides investment advice and financial planning to individuals, businesses and charitable organizations. Kayla specializes in providing investment advice and financial planning to individuals, businesses, and charitable organizations.

Firm Information

Kayla King is currently registered with Wealthshield Partners, LLC. Wealthshield Partners, LLC is an investment advisor based in Cary, NC with over $917 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and charitable organizations. They offer a wrap fee program and have a total of 14 investment advisory professionals.
Wealthshield Partners, LLC

2500 REGENCY PARKWAY

CARY, NC 27518

$917.89M

Assets Under Management

Not reported

Total Clients

13

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Kayla King’s Registration & Firm History

SC

12/13/2024 - Present

Wealthshield Partners, LLC (Mount Pleasant SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kayla King.
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