Kingsmark Private Financial Advisors, LLC
Kingsmark Private Financial Advisors, LLC (CRD# 146655) is a financial advisory firm headquartered in Albany, GA. They manage $318,610,076 in 1,214 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management319MILLION
-
Total Number of Accounts1,214ACCOUNTS
-
Average Account Value$262,447
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, LA, NC, SC, TX
Britt Bazemore (CRD# 5323752) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 13 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.
Jason Potter (CRD# 4930225) 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.
Thomas Sanders (CRD# 1517616) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 35 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 20 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.