Lpl Financial LLC
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About this Advisor
Donald King is a certified financial planner who works in San Diego, California, who has been in the industry for 13 years. King is on the advisory team at Lpl Financial LLC. They have been an employee of Lpl Financial Llc for all of their career. King has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Lpl Financial LLC is an advisory firm operating out of San Diego, California. The investment advisory business has offices in 8,011 locations and a total of 22,703 employees. It manages $153 billion in total assets between its 680,466 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 899 charities and foundations. Of its 680,466 client accounts, 23% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually depend on the type of financial services. Fee types charged by Lpl Financial LLC may include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Donald King Work History
Donald has 13 years of experience.
Lpl Financial, LLC
Donald King has no disclosures.
Please visit their SEC profile for more details.