Kingsview Wealth Management, LLC

Kingsview Wealth Management, LLC (CRD# 148107) is a financial advisory firm headquartered in Grants Pass, OR. They manage $3,584,124,096 in 13,829 accounts and serve the financial needs of clients across 46 states (or territories).

Current Firm Details
509 Se 7th Street, 2nd Floor, Grants Pass, OR 97526
https://www.linkedin.com/showcase/monarch-funds
By the Numbers
  • Total Assets Under Management
    3,584
    MILLION
  • Total Number of Accounts
    13,829
    ACCOUNTS
  • Average Account Value
    $259,175
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
  • 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)
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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Kingsview Wealth Management, LLC
Showing 1 - 10 of 74 top financial advisors.
1
Jeffery Barnes, financial advisor Miramar Beach FL
Jeffery K. Barnes
CRD#: 2069368
495 Grand Boulevard, Suite 206, Miramar Beach, FL 32250

Jeffery Barnes (CRD# 2069368) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Miramar Beach, FL and has over 32 years of experience in the finance industry.

2
Brian Bobby, financial advisor Falls Church VA
Brian M. Bobby
CRD#: 6910644
2941 Fairview Park Dr, Suite 800, Falls Church, VA 22042

Brian Bobby (CRD# 6910644) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Falls Church, VA and has over 4 years of experience in the finance industry.

3
Charles Butler, financial advisor Evans GA
Charles F. Butler
CRD#: 4128056
601 N Belair Square, Suite 6, Evans, GA 30809

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.

4
Christopher Cantu, financial advisor Georgetown TX
Christopher G. Cantu
CRD#: 6270051
1821 Westinghouse Rd, Suite 1170, Georgetown, TX 78626

Christopher Cantu (CRD# 6270051) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Georgetown, TX and has over 9 years of experience in the finance industry.

5
Zane Christian, financial advisor Grants Pass OR
Zane C. Christian
CRD#: 5798572
509 Se 7th Street, 2nd Floor, Grants Pass, OR 97526

Zane Christian (CRD# 5798572) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 12 years of experience in the finance industry.

6
William Collins, financial advisor Summit NJ
William W. Collins
CRD#: 2522868
96 New England Ave, Apt 14, Summit, NJ 07901

William Collins (CRD# 2522868) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Summit, NJ and has over 23 years of experience in the finance industry.

7
Todd Confarotta, financial advisor Charleston SC
Todd A. Confarotta
CRD#: 3257522
147 Wapoo Creek Dr Suite 602, Charleston, SC 29412

Todd Confarotta (CRD# 3257522) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Charleston, SC and has over 22 years of experience in the finance industry.

8
Krista Corliss-Taylor, financial advisor Myrtle Beach SC
Krista L. Corliss-Taylor
CRD#: 2534946
2513 N. Oak St., Suite 201, Myrtle Beach, SC 29577

Krista Corliss-Taylor (CRD# 2534946) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Myrtle Beach, SC and has over 24 years of experience in the finance industry.

9
Joshua Coupe, financial advisor Wilmington DE
Joshua H. Coupe
CRD#: 5483622
1813 Marsh Road, Ste A, Wilmington, DE 19810

Joshua Coupe (CRD# 5483622) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Wilmington, DE and has over 15 years of experience in the finance industry.

10
Aaron Das, financial advisor Apharetta GA
Aaron Das
CRD#: 5933110
11175 Cicero Dr, Suite 100, Apharetta, GA 30022

Aaron Das (CRD# 5933110) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Apharetta, GA and has over 11 years of experience in the finance industry.

1 2 3 4 5 ... Next

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals