Thomas King
Thomas King is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in State College, PA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
222 Blue Course Dr, State College, PA, 16803
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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
Thomas is a broker for non-variable insurance and other distribution financial products, dedicating minimal time to this activity. He also acts as a trustee for his parents' ILIT and owns two support companies, King Financial Partners and King Wealth Strategies, LLC, and manages rental property, all requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
NFP Securities, INC.
NFP Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
Ws Griffith Securities, INC.Broker
MML Investors Services, INC.Broker
State Registrations30 states
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