Marcus Lamar King-stockton
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Sep 2022 to now
- Prudential Insurance Company of AmericaAug 2021 to Sep 2022
- Pruco Securities, LLC.Jan 2021 to Sep 2022
- TravelersJul 2019 to Aug 2021
- Burns and WilcoxJul 2017 to Jul 2019
- AllstateJun 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7335167
- Firm CRD
- 5393