Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul King is a financial advisor with over 30 years of experience in the financial services industry. Paul holds several licenses including Series 6, 7, 22, 24, 63, and 65. Paul has worked with LPL Financial LLC since 1994 and founded King Wealth Planning, Inc. in 2016. Paul is a Certified Financial Planner and offers a variety of financial services including financial planning, portfolio management, and insurance. Paul King is registered with both LPL Financial LLC and King Wealth Planning, Inc. Paul works out of offices in San Jose, Campbell, and Grass Valley, CA.
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.
1
2
CA
06/18/2004 - Present
LPL Financial LLC (SAN JOSE CA)
AZ
02/19/1992 - 09/09/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/22/1988 - 03/02/1992
TMI EQUITIES, INC.
IA
Issued 12/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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