Unclaimed Profile

Terri Lynn King

SLATESTONE WEALTH LLC·JUPITER, Florida

Series 7, Series 6, Series 66Clean recordSLATESTONE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SLATESTONE WEALTH LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SLATESTONE WEALTH LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4115535

Firm CRD# 286669

View on FINRA BrokerCheck →

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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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