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James David King

LINDENWOLD ADVISORS INC.·READING, Pennsylvania
Series 7, Series 63Clean record6 years registeredLINDENWOLD ADVISORS INC.
505 PENN STREET SUITE 200, READING, PA 19601CRD# 851300Firm CRD# 308454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James David King · READING, PA
Registration
CRD #851300 · LINDENWOLD ADVISORS INC. · 6 years registered
Brand Profile
Not yet started
01

Career History

DAKOTA WEALTH, LLC
Dec 2025 – present
LINDENWOLD ADVISORS INC.
Apr 2020 – Dec 2025
READING, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · April 28, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LINDENWOLD ADVISORS INC.
CRD 308454 · SEC 801-118561
AUM
$252M
Regulatory assets under management
Employees
3
277 client accounts
Services offered by LINDENWOLD ADVISORS INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LINDENWOLD ADVISORS INC. →
Introduction

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05

Frequently Asked Questions

What services does James David King offer?
James David King specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in READING, Pennsylvania for a consultation.
What are James David King's credentials?
James David King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David King located?
James David King is based in READING, Pennsylvania, working with LINDENWOLD ADVISORS INC.. Their office serves clients in the READING metropolitan area and surrounding communities.
How does James David King charge for services?
James David King's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINDENWOLD ADVISORS INC.?
LINDENWOLD ADVISORS INC. has approximately 3 employees and manages $252M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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