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
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.
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.
Randal Nesmith (CRD# 2295975) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Myrtle Beach, SC and has over 31 years of experience in the finance industry.
Ashli Newcomb (CRD# 6096456) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Paris, TN and has over 10 years of experience in the finance industry.
Benjamin Ott (CRD# 5780416) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Hammonton, NJ and has over 13 years of experience in the finance industry.
Corey Owen (CRD# 5314153) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Seattle, WA and has over 16 years of experience in the finance industry.
Neil Peplinski (CRD# 4673461) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Chicago, IL and has over 20 years of experience in the finance industry.
Ricky Perlman (CRD# 5754257) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Orlando, FL and has over 12 years of experience in the finance industry.
Norman Politziner (CRD# 711308) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Highland Park, NJ and has over 33 years of experience in the finance industry.
Richard Polson (CRD# 4577378) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Greensboro, NC and has over 21 years of experience in the finance industry.