Tomika King
Tomika King is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 17 years of industry experience. Tomika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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Regulatory History (1)
Financial
January 2019Other Business Activities
Tomika works as a freelance model and through an agency, and is also planning and hosting entertainment events. She dedicates about 10-20% of her time to the entertainment company and paint party entertainment.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Cardea Capital Advisors, LLC
Cardea Capital Group, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.Broker
The Strategic Financial Alliance, INC.Broker
Ffc Capital Advisors, LLCBroker
Wfg Investments, INC.Broker
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.