Thomas P. King - Morgan Stanley Financial Advisor - Sherman Oaks, CA
Morgan Stanley
Thomas P. King
Vice President
Financial Advisor
Financial Planning Specialist
15260 Venture Blvd. Ste 1900
Sherman Oaks, CA 91403
tel: (818) 382-5722
toll-free: (800) 237-4821 
fax: (818) 382-5768

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Services
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Business Succession Planning
  • Lending Services
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Asset Management
  • Certificates of Deposit
  • Corporate Pension Funds
  • Fixed Income
  • Municipal Bonds
  • Insurance Services
  • Professional Portfolio Management
  • Qualified Retirement Plans
Education and Licensing
  • Series 7 - NYSE/NASD General Securities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisor
  • CA Insurance and Annuities - Life, Variable Life and Annuities license 0A05940
Business Experience
  • 1980 - present: Morgan Stanley* (predecessor firms)
    Extensive work in Wealth Preservation, Estate Planning, Retirement Investment, and Charitable Gifting.

Bulletin Board
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Thomas P. King holds the following registrations:
Securities Agent: AZ, CA, CO, FL, ID, MD, NJ, NV, NY, OR, UT; General Securities Representative; Investment Advisor Representative;

CA Insurance Lic. 0A05940
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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