Unclaimed Profile

Terri Lynn King

SLATESTONE WEALTH LLC·JUPITER, Florida

SIE, Series 6, Series 7, Series 66Clean record14 years registeredSLATESTONE WEALTH LLC

661 UNIVERSITY BLVD, JUPITER, FL 33458CRD# 4115535Firm CRD# 286669

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Terri Lynn King · JUPITER, FL

Registration

CRD #4115535 · SLATESTONE WEALTH LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SLATESTONE WEALTH LLC

SLATESTONE WEALTH LLC

Jul 2017 – Dec 2025

Boca Raton, FL

LPL FINANCIAL LLC

Jan 2012 – Jun 2017

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · January 19, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SLATESTONE WEALTH LLC

CRD 286669 · SEC 801-110003

AUM

$1.4B

Regulatory assets under management

Employees

1,426 client accounts

Services offered by SLATESTONE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SLATESTONE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Terri Lynn King offer?

Terri Lynn King specializes in Financial Planning, Investment Management.

What are Terri Lynn King's credentials?

Terri Lynn King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terri Lynn King located?

Terri Lynn King is based in JUPITER, Florida, last registered with SLATESTONE WEALTH LLC.

How does Terri Lynn King charge for services?

Terri Lynn King's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SLATESTONE WEALTH LLC?

SLATESTONE WEALTH LLC has approximately 29 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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