Eric Cardenas (CRD# 2278954) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Redondo Beach, CA and has over 31 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Wealth Advisors | Redondo Beach, CA | Feb 2024 - Current | < 1 |
| Kingswood Capital Partners | Redondo Beach, CA | Feb 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | El Segundo, CA | Nov 2016 - Feb 2024 | 7 |
| Wells Fargo Advisors, LLC | El Segundo, CA | Jan 2015 - Nov 2016 | 1 |
| Ubs Financial Services Inc. | Los Angeles, CA | Nov 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1992 |
- AZ
- CA
- MT
- NV
- SC
- TX
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Total Assets Under Management1,043MILLIONS
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Total Number of Accounts4,527ACCOUNTS
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Average Account Value$230,381
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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