Clarence
King
Boston Financial Management LLC
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About this Advisor
Clarence King is a chartered investment counselor operating in Boston, Massachusetts with 7 years of relevant experience. King is an advisor for Boston Financial Management LLC. During their career, the advisor has held roles at Emerson Investment Management LLC and Boston Financial Management LLC. King maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut, Massachusetts and Texas. Boston Financial Management LLC is a business that has its headquarters in Boston, MA. The investment advisory business has offices in three locations and a total of 51 advisors. It manages $4 billion in total assets among its 2,820 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 37 charities and foundations. Of its 2,820 customer accounts, 58% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely are based on which services are offered. Fee types billed by Boston Financial Management LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boston Financial Management LLC Brokerage Details
$3,682,804,638
51
2,820
$1,305,959
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Clarence King Work History
Clarence has been registered as a financial advisor for 7 years.*
Boston Financial Management LLC
Emerson Investment Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Clarence 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 Boston Financial Management LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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