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Kimberly King

18 Years of Experience
Winter Park, FL
Broker

Kimberly King is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 18 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1560 Orange Avenue, Suite 650, Winter Park, FL, 32789

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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

Kimberly owns rental real estate properties, one since June 2023 and another since May 2024. She dedicates minimal time to these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2013 - Present · 12 yrs 9 mos
Raymond James Financial Services, INC.Broker
November 2013 - Present · 12 yrs 10 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - November 2013 · 4 yrs 5 mos
Morgan Stanley
June 2009 - November 2013 · 4 yrs 5 mos
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.