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
Robert Porter (CRD# 5902390) 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.
Stephen Priddy (CRD# 4853781) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Huntingdon, TN and has over 19 years of experience in the finance industry.
Jody Redmann (CRD# 5460426) is an Investment Advisor Representative working at Kingsview Asset Management, LLC with offices in Chicago and Oak Lawn, IL. Kingview Asset Management, LLC is headquartered in Grants Pass, OR Jody Redmann has over 15 years of experience in the finance industry.
Regina Rinehimer (CRD# 2627913) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Wyomissing, PA and has over 21 years of experience in the finance industry.
Robert Robinson (CRD# 4757760) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Casper, WY and has over 19 years of experience in the finance industry.
Laura Rowe (CRD# 2000809) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.
Joshua Saunders (CRD# 5583278) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Maryville, TN and has over 15 years of experience in the finance industry.
Mark Seither (CRD# 6373765) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Maryville, TN and has over 8 years of experience in the finance industry.
Eric Smith (CRD# 5480882) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in West Chester, PA and has over 16 years of experience in the finance industry.
Joseph Soto (CRD# 5571573) 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.