Unclaimed Profile

Edward James King

GRANEY & KING, LLC·LATHAM, New York

SIE, Series 7, Series 24, Series 63CFPClean record12 years registeredGRANEY & KING, LLC

623 NEW LOUDON ROAD, LATHAM, NY 12110CRD# 2262701Firm CRD# 126461

Profile Verification

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

Identity

Edward James King · LATHAM, NY

Registration

CRD #2262701 · GRANEY & KING, LLC · 12 years registered

Brand Profile

Not yet started

Career History

GRANEY& KING, LLC

Jun 2021 – present

LPL FINANCIAL LLC

Sep 2013 – Dec 2021

BABYLON, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 26, 2013

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRANEY & KING, LLC

CRD 126461 · SEC 801-123006

AUM

$366M

Regulatory assets under management

Employees

1,045 client accounts

Services offered by GRANEY & KING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRANEY & KING, LLC →

Introduction

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Frequently Asked Questions

What services does Edward James King offer?

Edward James King specializes in Financial Planning, Investment Management. Contact their office in LATHAM, New York for a consultation.

What are Edward James King's credentials?

Edward James King holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward James King located?

Edward James King is based in LATHAM, New York, working with GRANEY & KING, LLC. Their office serves clients in the LATHAM metropolitan area and surrounding communities.

How does Edward James King charge for services?

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

How large is GRANEY & KING, LLC?

GRANEY & KING, LLC has approximately 4 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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