Donna Lynette King
Investment adviser representative at Advice and Planning Services
6 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
6 years in the industry.
- TIAAOct 2020 to now
- TIAA-CREF Individual & Institutional Services, LLCOct 2020 to now
- Rice King RentalsFeb 2018 to now
- Allstate Financial Advisors, LLCSep 2020 to Oct 2020
- Allstate Insurance Co/allstate Financial Services, LLCAug 2020 to Oct 2020
- Securities America AdvisorsMar 2020 to May 2020
- Securities America IncMar 2020 to May 2020
- W&s Brokerage ServicesJan 2019 to Apr 2020
- Western Southern LifeDec 2018 to Apr 2020
- UnemployedSep 2018 to Dec 2018
- Edward JonesJan 2018 to Sep 2018
- Systel Business EquipmentDec 2017 to Jan 2018
- UnemployedAug 2017 to Dec 2017
- Office DepotOct 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 6895358
- Firm CRD
- 20472