Heidi King
Heidi King is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lebanon, TN, with 19 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
623 West Main Street, Lebanon, TN, 37087
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2025Other Business Activities
Heidi is a board and committee member for the United Methodist Foundation, attending semi-annual meetings and quarterly zoom meetings to discuss the investment portfolio. This takes a few hours per week of Heidi's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations11 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.