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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Edgar King is an Investment Advisor Representative with King Wealth Management Group, LLC. Lawrence has been in the financial services industry since 1990 and is registered in Florida, New York, and Texas. Lawrence holds multiple securities licenses and is a graduate of the Uniform Investment Adviser Law Examination and Uniform Securities Agent State Law Examination. Lawrence has a background in providing financial planning, portfolio management for individuals and businesses, and has a strong emphasis on working with clients to develop personalized financial strategies. Prior to joining King Wealth Management Group, LLC, Lawrence worked for a number of firms including Purshe Kaplan Sterling Investments, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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2
FL
08/11/2021 - Present
King Wealth Management Group, LLC (NAPLES FL)
NY
02/03/2012 - 01/12/2018
PURSHE KAPLAN STERLING INVESTMENTS (SARATOGA SPRINGS NY)
NY
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (SARATOGA SPRINGS NY)
NY
10/06/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SARATOGA SPRINGS NY)
NY
12/06/1996 - 10/09/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/24/1990 - 11/19/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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