Waldo Benjamin King
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 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
11 years in the industry.
- LPL Financial LLCJun 2026 to now
- Pomona CollegeAug 2022 to now
- Pomona College ItsAug 2022 to now
- Pomona College Math DepartmentAug 2025 to Dec 2025
- Charlie's PhoenixJul 2025 to Jul 2025
- Express Screen PrintingDec 2024 to Feb 2025
- Gorman & CompanyMay 2023 to Aug 2023
- Pomona College Math DepartmentMay 2023 to Aug 2023
- Bonchon ChickenMay 2022 to Aug 2022
- Stanton for ArizonaMay 2022 to Aug 2022
- Arizona College Prep High SchoolAug 2017 to May 2022
- Summer Break In Middle SchoolMay 2017 to Aug 2017
- Tempe International AcademyAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8249544
- Firm CRD
- 6413