Devin King is a registered investment advisor at King Financial, based in Lathrop, CA, with 15 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 152 clients with $110M 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 | 1.00% |
Fees are generally negotiable. If KFI directs clients to Asset Mark, the total annual fee is 1.50%, with KFI receiving 1.00% and Asset Mark receiving 0.50%.
Fee Estimator
Location
Lathrop, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Devin is an independent licensed insurance agent and manages Damask Holdings as a Managing General Partner, buying and selling collectibles, primarily on eBay. Devin spends a few hours per week on Damask Holdings.
Employment History
Current Registrations
King Financial
Previous Registrations
Client One Securities LLC
Client One Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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.