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Lawrence Edgar King

Investment adviser representative at King Wealth Management Group, LLC
6 yearsExperience
3 statesRegistered in
$1.1BFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

6 years in the industry.

  1. King Wealth Management Group, LLCFeb 2012 to now
  2. Purshe Kaplan Sterling InvestmentsFeb 2012 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1990
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 3 states (FL, NY, TX).

King Wealth Management Group, LLC

$1.1BAssets managed
719Clients
9Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2015201
Firm CRD
159550
Advisor's SEC record (opens in a new tab)
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