Kelly King

Financial Consultant at Wells Fargo Advisors

Role: Financial Consultant at Wells Fargo Advisors
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Kelly King

Originally from York, SC I began my career in the financial industry in 2008 as a…

Experience

Financial Consultant
Wells Fargo Advisors
Dec 2010 — Present · Charlotte, NC, US
CERTIFIED FINANCIAL PLANNER™ Registered Series 7 and Series 66

Skills

Strategic Planning
Estate Investment Planning
Income Preservation
Education Planning
Net Worth
Financial Modeling
Equities
Charitable Giving
Multi-Generational Wealth Planning
Volunteering
Financial Reporting
Cash Flow Analysis
Financial Analysis
Risk Management
Financial Advisory
401(K) Rollovers
Insurance
Financial Advisor
Investments
Business Owner and Succession Planning
Investment Planning and Strategies
Retirement Planning
Accounting
Financial Services
Retirement
Finance
Strategic Financial Planning
Asset Allocation
Tax
Networking
Securities
Tax Efficient Strategies
Mutual Funds

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