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
Zane Christian (CRD# 5798572) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 13 years of experience in the finance industry.
William Collins (CRD# 2522868) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 24 years of experience in the finance industry.
Todd Confarotta (CRD# 3257522) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Charleston, SC and has over 23 years of experience in the finance industry.
Krista Corliss-Taylor (CRD# 2534946) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Myrtle Beach, SC and has over 25 years of experience in the finance industry.
Joshua Coupe (CRD# 5483622) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Wilmington, DE and has over 16 years of experience in the finance industry.
Aaron Das (CRD# 5933110) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Apharetta, GA and has over 12 years of experience in the finance industry.
Ashby Dawson (CRD# 4761872) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Amarillo, TX and has over 16 years of experience in the finance industry.
George Demetriades (CRD# 6006006) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Pampa, TX and has over 12 years of experience in the finance industry.
Daniel Dixon (CRD# 6980624) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Eureka, CA and has over 5 years of experience in the finance industry.
Buff Dormeier (CRD# 2337819) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Fort Wayne, IN and has over 30 years of experience in the finance industry.