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James David King

LINDENWOLD ADVISORS INC.·READING, Pennsylvania
Clean recordLINDENWOLD 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James David King is a registered financial advisor based in READING, Pennsylvania, affiliated with LINDENWOLD ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
LINDENWOLD ADVISORS INC.
LINDENWOLD ADVISORS INC.
AUM
$252M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LINDENWOLD ADVISORS INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 851300
Firm CRD# 308454
View on FINRA BrokerCheck →

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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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Research
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