Kingsmark Private Financial Advisors, LLC

Kingsmark Private Financial Advisors, LLC (CRD# 146655) is a financial advisory firm headquartered in Albany, GA. They manage $141,331,735 in 791 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    791
    ACCOUNTS
  • Average Account Value
    $178,675
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, TX

Financial Advisors at Kingsmark Private Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Britt C. Bazemore
CRD#: 5323752
125 Pine Avenue, Suite 222, Albany, GA 31701
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 8 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
125 Pine Avenue, Suite 222, Albany, GA 31701
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 30 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
125 Pine Avenue, Suite 222, Albany, GA 31701
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 15 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 L. Percy
CRD#: 6565721
125 Pine Avenue, Suite 222, Albany, GA 31701
87
Wealthminder
score

Jason Percy (CRD# 6565721) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has 1 year of experience in the finance industry.

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