Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC (CRD# 148107) is a financial advisory firm headquartered in Grants Pass, OR. They manage $4,845,686,420 in 18,332 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management4,846MILLION
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Total Number of Accounts18,332ACCOUNTS
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Average Account Value$264,329
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Shannon Avery (CRD# 6689021) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Greensboro, NC and has over 7 years of experience in the finance industry.
Jeffery Barnes (CRD# 2069368) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Miramar Beach, FL and has over 33 years of experience in the finance industry.
Brian Bobby (CRD# 6910644) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Falls Church, VA and has over 5 years of experience in the finance industry.
Kent Bowen (CRD# 4059144) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Amarillo, TX and has over 24 years of experience in the finance industry.
Trevin Bowen (CRD# 6738763) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Amarillo, TX and has over 7 years of experience in the finance industry.
Ralph Brooks (CRD# 4343410) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Braselton, GA and has over 14 years of experience in the finance industry.
Charles Butler (CRD# 4128056) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Evans, GA and has over 23 years of experience in the finance industry.
Christopher Cantu (CRD# 6270051) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Georgetown, TX and has over 10 years of experience in the finance industry.
Eric Caswell (CRD# 4476913) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Lubbock, TX and has over 22 years of experience in the finance industry.
Jeffrey Champigny (CRD# 6731893) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Greensboro, NC and has over 6 years of experience in the finance industry.