Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven King is a financial advisor with over 17 years of experience in the financial services industry. Steven King is registered with LPL Financial LLC and is a licensed broker-dealer. Steven King is also a Certified Public Accountant. Prior to joining LPL Financial LLC, Steven King was affiliated with Private Client Services, LLC and Woodbury Financial Services, Inc. Steven King is able to provide a wide range of services to his clients, including financial planning, investment management, and retirement planning.
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
KY
08/25/2017 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
01/05/2010 - 08/30/2017
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
KY
10/29/2003 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
BOTH
Issued 06/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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