Devin King (CRD# 5839705) is an Investment Advisor Representative working at King Financial in Lathrop, CA and has over 13 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| King Financial Incorporated | Lathrop, CA | Apr 2015 - Current | 9 |
| Client One Securities | Lathrop, CA | Apr 2015 - Current | 9 |
| Client One Securities | Pleasanton, CA | Apr 2015 - Nov 2018 | 3 |
| Lpl Financial | Pleasanton, CA | May 2014 - Apr 2015 | < 1 |
| Axa Advisors | New York, NY | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- CA
- TX
-
Total Assets Under Management73MILLIONS
-
Total Number of Accounts123ACCOUNTS
-
Average Account Value$596,935
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
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