Kingsmark Private Financial Advisors, LLC

Kingsmark Private Financial Advisors, LLC (CRD# 146655) is a financial advisory firm headquartered in Albany, GA. They manage $353,046,148 in 817 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
601 Pointe North Boulevard, Albany, GA 31721
https://www.linkedin.com/company/3730554/
By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    817
    ACCOUNTS
  • Average Account Value
    $432,125
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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 Bazemore, financial advisor Albany GA
Britt C. Bazemore
CRD#: 5323752
601 Pointe North Boulevard, Albany, GA 31721

Britt Bazemore (CRD# 5323752) 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.

2
Jason Potter, financial advisor Albany GA
Jason M. Potter
CRD#: 4930225
601 Pointe North Boulevard, Albany, GA 31721

Jason Potter (CRD# 4930225) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 18 years of experience in the finance industry.

3
Thomas Sanders, financial advisor Albany GA
Thomas E. Sanders
CRD#: 1517616
601 Pointe North Boulevard, Albany, GA 31721

Thomas Sanders (CRD# 1517616) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 37 years of experience in the finance industry.

4
Rebecca Toole Anderson, financial advisor Albany GA
Rebecca A. Toole Anderson
CRD#: 3245724
601 Pointe North Boulevard, Albany, GA 31721

Rebecca Toole Anderson (CRD# 3245724) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 22 years of experience in the finance industry.

5
Noah McCorkle, financial advisor Albany GA
Noah W. McCorkle
CRD#: 7842286
601 Pointe North Boulevard, Albany, GA 31721

Noah McCorkle (CRD# 7842286) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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