John KingCRD Number: 4077076
Current Firm: Everence Trust Company
John King (CRD# 4077076) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 19 years of experience in the finance industry.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
Northwestern Mutual Investment Services,llc
|Proequities, Inc.||Goshen, IN||Nov 1999 - Current||20|
|Mma Trust Company||Goshen, IN||Oct 1999 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2000|
|S65||NASAA Investment Advisors Law Examination||May 2001|
Total Assets Under Management1,651MILLIONS
Total Number of Accounts4,247ACCOUNTS
Average Account Value$388,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OK, OR, PA, VA, WA, WI
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