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Teresa E King

Fourstar Wealth Advisors, LLC

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About Teresa E King

Teresa King is a financial advisor with Fourstar Wealth Advisors, LLC. She holds the Series 66, Series 7, and SIE licenses. Teresa has been a Registered Representative since 2019 and works with a wide range of clients, including individuals, families, trusts, and retirement plans. Teresa's areas of expertise include financial planning, investment management, and retirement planning. She is also a registered investment advisor. Prior to joining Fourstar Wealth Advisors, LLC, Teresa worked as a financial advisor with LPL Financial, LLC.

Firm Information

Teresa King is currently registered with Fourstar Wealth Advisors, LLC. Fourstar Wealth Advisors, LLC is an investment advisory firm based in Chicago, IL. The firm has 19 licensed agents and 39 investment adviser representatives and manages over $1 billion in assets. They provide a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals, pooled investment vehicles, and pension and profit-sharing plans. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
Fourstar Wealth Advisors, LLC

1 N. LASALLE STREET

CHICAGO, IL 60602

$1.02B

Assets Under Management

Not reported

Total Clients

36

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Teresa King’s Registration & Firm History

TX

05/17/2023 - Present

Fourstar Wealth Advisors, LLC (Aledo TX)

MA

04/06/2021 - 05/11/2023

LPL FINANCIAL LLC (WALTHAM MA)

TX

07/15/2019 - 02/05/2021

EDWARD JONES (FT WORTH TX)

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Licenses & Designations

BOTH

Issued 08/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Teresa E King.
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