Tiffany King
Tiffany King is a ChFC-designated registered investment advisor at Symphony Financial Team, based in Lake Mary, FL, with 36 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 26 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Symphony Financial Team does not directly manage investments. Instead, they recommend clients to third-party investment managers, assisting in the selection of an appropriate allocation model. Investment management may be included with the financial planning fixed fee, depending on the service level selected.
Location
1525 International Parkway, Suite 4031, Lake Mary, FL, 32746
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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
Tiffany owns rental real estate in Orlando, Florida since 2009, dedicating minimal time. She also operates King & Associates, selling traditional insurance products, which takes about half of Tiffany's time, and works as a website design independent contractor, dedicating minimal time.
Employment History
Current Registrations
Symphony Financial Team
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLCBroker
The Leaders Group, INC.Broker
Phoenix Equity Planning CorporationBroker
Ameritas Investment CORP.Broker
Capital Brokerage CorporationBroker
Intersecurities, INC.Broker
L.M. Kohn & CompanyBroker
The Advisors Group, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Cadaret, Grant & CO., INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.