TK
CFP
TK
CFP

Tobias King

17 Years of Experience
Delta, CO
Broker

Tobias King is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Delta, CO, with 17 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

338 Main Street, Delta, CO, 81416

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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

Tobias is a freelance musician playing saxophone and other woodwind instruments, dedicating a few hours per week to this activity. He is also the owner and branch manager of King Wealth Solutions, LLC, and a music director/conductor, both requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2009 - Present · 17 yrs 5 mos
Raymond James Financial Services, INC.Broker
October 2008 - Present · 17 yrs 9 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.