Jeremy King
Jeremy King is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
918 S Monroe St, Ste A, Spokane, WA, 99204
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Regulatory History (1)
Financial
February 2018Other Business ActivitiesSells Insurance
Jeremy is an insurance agent selling non-variable insurance, dedicating a few hours per week. He also owns Jeremy and Allie King Investments, LLC for tax/investment purposes, spending minimal time, and operates Mountain Sky Wealth Management as a DBA for his LPL business, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Investments, LLCBroker
Grove Point Advisors, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Investment Advisors
Proequities, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Pruco Securities, LLC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations19 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.