Donald
King

Lpl Financial LLC

CRD#1373304
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4370 La Jolla Village Dr. #620
San Diego, CA 92122

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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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
  • Other

Donald King Work History

Donald has 13 years of experience.

2005 - Present (14 years)

Lpl Financial, LLC

Disclosures

Donald King has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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