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).
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Total Assets Under Management141MILLION
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Total Number of Accounts791ACCOUNTS
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Average Account Value$178,675
- 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
- Selection of other advisers (including private fund managers)
AL, FL, GA, LA, NC, TX
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.
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.
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.
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.