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Terri Lynn King

Slatestone Wealth LLC

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About Terri Lynn King

Terri Lynn King is a financial advisor with over 20 years of experience in the industry. Terri is currently registered with Slatestone Wealth LLC in Boca Raton, Florida. Terri has a wide range of experience in providing financial advice, including portfolio management, financial planning and the selection of other advisors. Terri has a Series 6, Series 7 and Series 66 licenses. Prior to joining Slatestone Wealth LLC, Terri was associated with LPL Financial LLC and MML Investors Services, Inc. Terri is currently registered as an Investment Advisor Representative (IAR) in Florida.

Firm Information

Terri King is currently registered with Slatestone Wealth LLC. Slatestone Wealth LLC is a Registered Investment Advisor based in Jupiter, FL. The firm manages $1.37 billion in assets for 1,426 clients, primarily high-net-worth individuals, corporations, and charitable organizations. Slatestone Wealth provides financial planning and portfolio management services.
Slatestone Wealth LLC

661 UNIVERSITY BLVD

JUPITER, FL 33458

$1.37B

Assets Under Management

15

Total Clients

16

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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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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Terri King’s Registration & Firm History

FL

07/13/2017 - Present

Slatestone Wealth LLC (Boca Raton FL)

FL

05/26/2005 - 06/19/2017

LPL FINANCIAL LLC (BOCA RATON FL)

MA

01/25/2000 - 06/01/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 01/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2011

Series 7 - General Securities Representative Examination

BC

Issued 01/24/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terri Lynn King.
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