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Krystall King

17 Years of Experience
Atlanta, GA
Broker

Krystall King is a registered investment advisor at Ameriprise Financial Services, LLC, based in Atlanta, GA, with 17 years of industry experience. Krystall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

3333 Piedmont Rd NE Ste 2050, Atlanta, GA, 30305-1713

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Krystall is involved in several outside business activities. She owns a business, serves as a board member for King, and is on an advisory board for King, spending minimal time on each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2020 - Present · 5 yrs 8 mos
Ameriprise Financial Services, LLC
September 2020 - Present · 5 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
January 2011 - September 2020 · 9 yrs 8 mos
UBS Financial Services INC.Broker
January 2011 - September 2020 · 9 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
State Registrations32 states
ALAZCACOCTDCFLGAHIILINKSKYLAMAMDMIMOMSMTNCNHNJNYOHPASCTNTXVAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.