Jerry King
Jerry King is a CFP-designated registered investment advisor at The Financial Resource Center, based in Carmel, IN, with 40 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 231 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Financial Resource Center's investment management fees are paid quarterly, based on the average daily market value of your investments. The fees will not exceed 2% annually, depending on the complexity, time, and expertise required.
Location
9640 Commerce Drive, Suite 414, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry is an independent insurance agent for various companies. He also owns King's Livery Stable, providing pasture and stables for a fee, dedicating a few hours per week. Additionally, he acts as POA for a long-term client and is an advisory rep of a RIA, spending about half of his time on this.
Employment History
Current Registrations
The Financial Resource Center
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
G & W Equity Sales, INC.
G & W Equity Sales, INC.Broker
Guardian Investor Services CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Century Investors of America, INC.Broker
Forth Financial Securities, CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.