Amy King is a CFP-designated registered investment advisor at Apforia, based in Fallston, MD, with 6 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Federal Employees, Financial Planning & Coaching, Investment Management. Their firm serves 385 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APFORIA's Tenant Firms/IARs offer investment management services based on a percentage of your portfolio. The annual fee ranges from 0.25% to 2.00% of the value of your investments. The fee is billed either monthly or quarterly. Some Tenant Firms/IARs may determine your fee for investment management as a flat annual fee based on factors other than a percentage of your assets under management. If your investment advisor representative is using an Outside Manager, the above fee schedules (Asset Under Management/Flat Annual Fee for Investment Management) do not include the Outside Manager’s fee.
Contact
Amy King
Location
Fallston, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Apforia
Previous Registrations
Instar Financial Planning, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
Additional Information
Amy King began her military career in 1994 in the US Naval Reserves. Desiring to serve as an officer, Amy transitioned to the US Army Reserves and the US Army ROTC. She was commissioned a Second Lieutenant and entered active duty in 1997 where she served for approximately 22.5 years.