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Teresa Lynne King

Eubel Brady & Suttman

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About Teresa Lynne King

Teresa King is a registered Investment Advisor Representative with Eubel Brady & Suttman. King has been in the financial services industry since 1995, and holds multiple securities licenses. Eubel Brady & Suttman is a Registered Investment Advisor with over 1,700 accounts and more than $1.97 billion in assets under management. Eubel Brady & Suttman offers a variety of investment services including financial planning, portfolio management, and pension consulting.

Firm Information

Teresa King is currently registered with Eubel Brady & Suttman. Eubel Brady & Suttman, based in Miamisburg, Ohio, is an investment advisory firm managing over $1.97 billion in assets. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as pension consulting and selection of other advisors. The firm serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Eubel Brady & Suttman

10100 INNOVATION DRIVE

MIAMISBURG, OH 45342

$1.98B

Assets Under Management

14

Total Clients

12

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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Other fees may apply as disclosed in certain offering documents.

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Teresa King’s Registration & Firm History

OH

04/28/2004 - Present

Eubel Brady & Suttman (DAYTON OH)

NY

03/07/2000 - 01/15/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

OH

03/24/1999 - 06/21/2000

A. CH. SECURITIES, INC. (DAYTON OH)

IL

01/01/1997 - 08/07/1998

JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)

OH

03/28/1995 - 01/01/1997

FLAGSHIP FUNDS INC. (DAYTON OH)

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Licenses & Designations

BC

Issued 11/17/1994

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/18/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/29/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/25/1997

Series 7 - General Securities Representative Examination

BC

Issued 03/27/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Teresa Lynne King.
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