Heidi King
Heidi King is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lebanon, TN, with 20 years of industry experience. Heidi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
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 Registrations13 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.
Exams
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