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).

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
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 41 - 50 of 86 top financial advisors.
41
Trenton P. Lay
CRD#: 4763455
200 S Main St., Suite A, Coupeville, WA 98239

Trenton Lay (CRD# 4763455) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Coupeville, WA and has over 19 years of experience in the finance industry.

42
Jonathan S. Lubell
CRD#: 3220464
2901 Park Avenue, Suite B2, Soquel, CA 95073

Jonathan Lubell (CRD# 3220464) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Soquel, CA and has over 24 years of experience in the finance industry.

43
Dimitris P. Magemeneas
CRD#: 5278539
509 Se 7th Street, 2nd Floor, Grants Pass, OR 97526

Dimitris Magemeneas (CRD# 5278539) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 17 years of experience in the finance industry.

44
Scott D. Martin
CRD#: 4328984
33 N La Salle St, Suite 2510, Chicago, IL 60602

Scott Martin (CRD# 4328984) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Chicago, IL and has over 22 years of experience in the finance industry.

45
Sean P. McGillivray
CRD#: 6135768
509 Se 7th Street, 2nd Floor, Grants Pass, OR 97526

Sean McGillivray (CRD# 6135768) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 11 years of experience in the finance industry.

46
Lawrence R. Mickle
CRD#: 5626384
2513 N Oak St, Suite 201, Myrtle Beach, SC 29577

Lawrence Mickle (CRD# 5626384) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Myrtle Beach, SC and has over 12 years of experience in the finance industry.

47
Ian A. Millman
CRD#: 2870188
1000 Woodbury Rd, Suite 404, Woodbury, NY 11797

Ian Millman (CRD# 2870188) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Woodbury, NY and has over 25 years of experience in the finance industry.

48
Jonathan I. Millman
CRD#: 2804395
1000 Woodbury Rd, Suite 404, Woodbury, NY 11797

Jonathan Millman (CRD# 2804395) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Woodbury, NY and has over 27 years of experience in the finance industry.

49
Terry L. Morris
CRD#: 2460504
1000 S Pine Island Rd, Suite 401, Plantation, FL 33324

Terry Morris (CRD# 2460504) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Plantation, FL and has over 30 years of experience in the finance industry.

50
Michael S. Munson
CRD#: 2744495
205 I Street, Suite A, Eureka, CA 95501

Michael Munson (CRD# 2744495) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Eureka, CA and has over 27 years of experience in the finance industry.

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