Lawrence E. King
Professional summary
Lawrence Edgar King, who also goes by Larry King, is a registered financial advisor currently at KING WEALTH MANAGEMENT GROUP, LLC located in Bonita Springs, Florida.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Lawrence has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Edgar King's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 14, 2020 - Present
KING WEALTH MANAGEMENT GROUP, LLC
June 30, 2014 - December 31, 2018
KING WEALTH MANAGEMENT GROUP, LLC
February 3, 2012 - January 12, 2018
PURSHE KAPLAN STERLING INVESTMENTS
June 1, 2009 - February 8, 2012
MORGAN STANLEY
October 6, 2000 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
December 6, 1996 - October 9, 2000
PRUDENTIAL EQUITY GROUP, LLC
January 24, 1990 - November 19, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
KING WEALTH MANAGEMENT GROUP, LLC
CRD#: 159550 / SEC#: 801-73023
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/14/2020)
(5/27/2021)
(8/11/2021)
Exams
Current Firm
KING WEALTH MANAGEMENT GROUP, LLC
CRD#: 159550 / SEC#: 801-73023
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,894 |
| AUM (Assets Under Management) | $ 1,084,132,315 |
Red Flags
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