Matthew P. King

KING WEALTH ADVISORS

San Mateo, CA 94403

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CRD#: 4518281

Professional summary

Matthew P King is a registered financial advisor currently at KING WEALTH ADVISORS, LLC located in San Mateo, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 2 firms and has passed the Series 65 and Series 66 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 Matthew P 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®

None

Experience

Current

November 24, 2015 - Present

KING WEALTH ADVISORS, LLC

Office #1: 1900 South Norfolk Street Suite 350, San Mateo, CA 94403

RIA

CRD#: 281798

San Mateo, CA

Past

January 6, 2006 - December 14, 2016

BELL INVESTMENT ADVISORS INC

RIA

CRD#: 108383

OAKLAND, CA

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

California
(11/24/2015)

IAR

Texas
(9/11/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/16/2002

Uniform Combined State Law Examination

Current Firm

KING WEALTH ADVISORS, LLC

CRD#: 281798 / SEC#:

California

Registered Investment Advisory firm - (11/24/2015 Approved)

Texas

Registered Investment Advisory firm - (9/8/2017 Conditional Restricted)

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Contact information

Main Address

1900 South Norfolk Street Suite 350, San Mateo, CA 94403

Mailing Address

Phone number

(650) 435-3918

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 83,908,781

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.

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Matthew P. King

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew P King's CRS (Customer Relationship Summary).

Certified licenses

Experience

KING WEALTH ADVISORS, LLC

BELL INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2004

Series 66

Date: 2/16/2002

Current Firm

KING WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KING WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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