Kevin King
Kevin King is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Aventura, FL, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
19495 Biscayne Blvd, Aventura, FL, 33180
Get directionsHistory
Regulatory History (1)
Criminal
July 2015Other Business Activities
Kevin is a trustee and finance committee chair for Miami Country Day School, dedicating minimal time monthly. He also owns a Florida real estate license for personal use, spending a few hours per week on rental income investments. Additionally, Kevin is a board member for the Miami Shores Country Club Men's Golf Association and the Miami Shores Village Country Club Advisory Board, spending minimal time on these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations36 states
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.