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James K
Series 63
Reading, PA
Dakota Wealth, LLC
James King is an investment advisor representative at Dakota Wealth, LLC with six years of industry experience. He previously worked at BB&T Institutional Advisers and Lindenwold Advisors, Inc., where he maintains a dual registration during a transitional period. Mr. King serves as treasurer and chair of finance for the charitable organization Historic Highfield Hall and Gardens. Dakota Wealth, LLC provides wealth management and investment advisory services to individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm constructs customized, primarily long-term portfolios using a range of investment vehicles and is noted for its active management role in private funds and registered ETFs.
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