Terri
King
Slatestone Wealth LLC
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About this Advisor
Terri King is a financial advisor based in Boca Raton, Florida, working with Slatestone Wealth LLC. Terri has previously held positions at King & Lenson (Formerly Greenstein & King), Linsco Private Ledger, and Slatestone Wealth, LLC. Terri has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Terri is part of Slatestone Wealth LLC, which operates out of Boca Raton, Florida. The firm has 4 offices and 24 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Slatestone Wealth LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Slatestone Wealth LLC Brokerage Details
$1,370,465,172
24
1,426
$961,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Terri King Work History
Slatestone Wealth, LLC
King & Lenson (Formerly Greenstein & King)
Linsco Private Ledger
Disclosures
Please visit the SEC profile of Terri King to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Slatestone Wealth LLC
Jupiter, FL
Jupiter, FL
Jupiter, FL
Jupiter, FL
Jupiter, FL
Jupiter, FL
Jupiter, FL
Jupiter, FL
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