Nicholas King (CRD# 7126888) is an Investment Advisor Representative working at Tjb Wealth Management LLC in Spring City, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tjb Wealth Management LLC | Spring City, PA | Jan 2024 - Current | < 1 |
| Financial Research Associates, Inc. | Bala-cynwyd, PA | Mar 2023 - Jan 2024 | < 1 |
| Sei | Oaks, PA | Jul 2022 - Mar 2023 | < 1 |
| Pinnacle Financial Planning LLC | Weatherly, PA | May 2018 - Aug 2022 | 4 |
| Bdo | Columbus, OH | Oct 2020 - Mar 2021 | < 1 |
| Bloomsburg University | Bloomsburg, PA | Aug 2016 - May 2020 | 3 |
| Stroudsburg High School | Stroudsburg, PA | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- PA
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts109ACCOUNTS
-
Average Account Value$157,499
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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