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TK

Tiffany F. King

SYMPHONY FINANCIAL TEAM
Lake Mary, FL 32746
Some features on this profile are disabled
CRD#: 1782929
TK

Professional summary

Tiffany Frances King, ChFC®, CLU® is a registered financial advisor currently at SYMPHONY FINANCIAL TEAM located in Lake Mary, Florida.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Tiffany has worked at 17 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Frances King's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

November 28, 2017 - Present

SYMPHONY FINANCIAL TEAM

Office #1: 1525 International Parkway Suite 4031, Lake Mary, FL 32746
RIA
CRD#: 288715
Lake Mary, FL
Past

July 28, 2014 - September 18, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
LAKE MARY, FL
Past

July 3, 2014 - September 18, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
LAKE MARY, FL
Past

July 25, 2012 - July 2, 2014

CETERA ADVISORS LLC

RIA
CRD#: 10299
ORLANDO, FL
Past

July 3, 2012 - July 2, 2014

CETERA ADVISORS LLC

BD
CRD#: 10299
ORLANDO, FL
Past

January 18, 2012 - July 5, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
WINTER PARK, FL
Past

January 17, 2012 - July 5, 2012

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
WINTER PARK, FL
Past

July 15, 2009 - January 17, 2012

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
ORLANDO, FL
Past

May 7, 2009 - January 17, 2012

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ORLANDO, FL
Past

July 15, 2008 - January 27, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ORLANDO, FL
Past

June 15, 2005 - June 20, 2008

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

June 15, 2004 - May 17, 2005

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

April 28, 2003 - June 24, 2004

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

December 6, 2001 - April 7, 2003

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

April 4, 2000 - December 4, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

October 20, 1997 - March 31, 2000

L.M. KOHN & COMPANY

BD
CRD#: 27913
CINCINNATI, OH
Past

July 1, 1994 - October 16, 1997

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

March 26, 1992 - July 11, 1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

March 26, 1992 - July 11, 1994

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

June 25, 1991 - December 31, 1991

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

April 5, 1988 - April 1, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 5, 1988 - April 1, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(11/28/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/8/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/22/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/18/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/21/1989
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/4/1988
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SF
SYMPHONY FINANCIAL TEAM
SYMPHONY FINANCIAL TEAM | SYMPHONY FINANCIAL TEAM, LLC

CRD#: 288715 / SEC#:

Florida
Registered Investment Advisory firm - (8/4/2017 Approved)
Texas
Registered Investment Advisory firm - (2/15/2022 Conditional Restricted)
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Contact information

Main Address
1525 International Parkway Suite 4031, Lake Mary, FL 32746
Mailing Address
Phone number
(407) 792-5576
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SYMPHONY FINANCIAL TEAM

CRD#: 288715Lake Mary, FL 32746

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