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Lawrence K
Series 63, Series 65
Bonita Springs, FL
King Wealth Management Group, LLC
Lawrence King is a financial advisor with King Wealth Management Group, LLC in Bonita Springs, FL, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. He has been with King Wealth Management Group since 2012 and previously worked at Purshe Kaplan Sterling Investments for six years. King is the sole shareholder of King Wealth Management Group of Florida, Inc., which provides management and administrative services to the firm. King Wealth Management provides discretionary and non-discretionary investment management and tailored financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm manages approximately $931 million in client assets and employs a portfolio construction approach that integrates individual equities, fixed income, ETFs, and selective use of derivatives and margin, supported by institutional tools primarily through Fidelity.
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