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Terri Lynn King

SLATESTONE WEALTH LLC·JUPITER, Florida
Series 7Series 6Series 66SIE
Unclaimed Profile
661 UNIVERSITY BLVD, JUPITER, FL 33458CRD# 4115535Firm CRD# 286669
01

About

Terri Lynn King is a registered financial advisor based in JUPITER, Florida, affiliated with SLATESTONE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SLATESTONE WEALTH LLC
SLATESTONE WEALTH LLC
AUM
$1.4B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at SLATESTONE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4115535
Firm CRD# 286669
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terri Lynn King offer?
Terri Lynn King specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.
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, working with SLATESTONE WEALTH LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
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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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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