Kingsmark Private Financial Advisors, LLC

Kingsmark Private Financial Advisors, LLC (CRD# 146655) is a financial advisory firm headquartered in Albany, GA. They manage $151,990,914 in 918 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $165,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NC, SC, TX

Financial Advisors at Kingsmark Private Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Britt C. Bazemore
CRD#: 5323752
601 Pointe North Boulevard, Albany, GA 31721
96
Wealthminder
score

Britt Bazemore (CRD# 5323752) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 9 years of experience in the finance industry. Britt Bazemore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas E. Sanders
CRD#: 1517616
601 Pointe North Boulevard, Albany, GA 31721
96
Wealthminder
score

Thomas Sanders (CRD# 1517616) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 31 years of experience in the finance industry. Thomas Sanders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Rebecca A. Toole Anderson
CRD#: 3245724
601 Pointe North Boulevard, Albany, GA 31721
96
Wealthminder
score

Rebecca Toole Anderson (CRD# 3245724) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 16 years of experience in the finance industry. Rebecca Toole Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jason M. Potter
CRD#: 4930225
601 Pointe North Boulevard, Albany, GA 31721
93
Wealthminder
score

Jason Potter (CRD# 4930225) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 12 years of experience in the finance industry.

5
Jason L. Percy
CRD#: 6565721
125 Pine Avenue, Suite 222, Albany, GA 31701
89
Wealthminder
score

Jason Percy (CRD# 6565721) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 2 years of experience in the finance industry.

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