Amy Kristine King
Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCJul 2023 to now
- 29:11 Financial PlanningJul 2023 to now
- Cetera Advisor NetworksJun 2022 to Jul 2023
- UnemployedMar 2022 to Jun 2022
- Tedstrom Wealth Advisors, Inc.Oct 2019 to Dec 2021
- LPL Financial, LLCMar 2018 to Mar 2022
- Tedstrom Wealth AdvisorsMar 2018 to Apr 2019
- Bessemer Trust Company NAMay 2012 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2927604
- Firm CRD
- 6413