Shaun
King
Pensionmark Financial Group, LLC
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About this Advisor
Shaun King is a financial advisor operating out of Burlington, Vermont who has 5 years of industry experience. King currently works for Pensionmark Financial Group, LLC. Their career trajectory has included roles at Musical Entertainment, Hickok & Boardman Retirement Planning, Raymond James Financial Services, Inc, Lpl Financial, Pensionmark Financial Group, LLC, Lot 1 Freeski and Acrisure Investment Advisory Solutions, LLC. King maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in New Hampshire and Vermont. Pensionmark Financial Group, LLC is a financial advisory firm operating out of Santa Barbara, CA. The investment advisory business has offices in 59 locations and a total of 244 advisors. It controls $27 billion in assets under management across its 7,380 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 142 charitable organizations. Of its 7,380 client accounts, just 4% are held by high-net-worth clients who have greater than $1 million in investable assets. The business provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on which services are offered. Fees charged by Pensionmark Financial Group, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Shaun King Work History
Shaun has been registered as a financial advisor for 5 years.*
Acrisure Investment Advisory Solutions, LLC
Pensionmark Financial Group, LLC
Lot 1 Freeski
Musical Entertainment
Lpl Financial
Hickok & Boardman Retirement Planning
Raymond James Financial Services, Inc
*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 Shaun 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 Pensionmark Financial Group, LLC
Santa Barbara, CA
Los Angeles, CA
Brentwood, TN
Fort Mill, SC
Saint Petersburg, FL
South Burlington, VT
Madison, WI
San Mateo, CA
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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