Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Whitney King is a registered Investment Advisor Representative in Texas. King is currently employed by Managed Financial Services Corp. Inc. and has been with the firm since January 2019. King has been in the industry since July 2012 and has a Series 65 license. King's firm manages approximately $56,655,508 in assets, primarily for individuals, with a client count of 358.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
11/18/2019 - Present
Managed Financial Services Corp. Inc. (HOUSTON TX)
IA
Issued 11/18/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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