linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patricia Marie Walton

King Wealth Management Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patricia? Claim Your Profile

About Patricia Marie Walton

Patricia Walton is a financial advisor with King Wealth Management Group, LLC. Patricia has been in the industry since 2014. Patricia's prior work experience includes roles with LPL FINANCIAL LLC and Fagan Associates Inc. Patricia is registered with the state of New York. King Wealth Management Group, LLC provides financial planning, portfolio management for businesses and portfolio management for individuals. The firm's assets under management are over $931 million.

Firm Information

Patricia Walton is currently registered with King Wealth Management Group, LLC. King Wealth Management Group, LLC is a Naples, FL-based investment advisory firm with $931,335,129 in regulatory assets under management. They primarily serve high-net-worth individuals, corporations, and individuals other than high-net-worth, and they offer financial planning and portfolio management services for individuals and businesses. The firm has 7 investment advisor representatives and is registered with the SEC.
King Wealth Management Group, LLC

4851 TAMIAMI TRAIL NORTH

NAPLES, FL 34103

$931.34M

Assets Under Management

Not reported

Total Clients

6

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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patricia Walton’s Registration & Firm History

NY

10/12/2023 - Present

King Wealth Management Group, LLC (SARATOGA SPRINGS NY)

NY

03/31/2023 - 10/02/2023

LPL FINANCIAL LLC (ALBANY NY)

NY

03/07/2014 - 06/24/2021

LPL FINANCIAL LLC (ALBANY NY)

Not sure if Patricia Marie Walton is right for you?

Licenses & Designations

IA

Issued 09/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patricia Marie Walton.
Not sure if Patricia Marie Walton is right for you?