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
Alan Yakuboff (CRD# 1006119) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Woodbury, NY and has over 42 years of experience in the finance industry.
Jacob Bauer (CRD# 7219221) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Chicago, IL and has over 3 years of experience in the finance industry.
Parker Burshem (CRD# 5230480) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Saint Paul, MN and has over 16 years of experience in the finance industry.
John Hanselman (CRD# 3231125) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Roseville, MN and has over 24 years of experience in the finance industry.
Martin Harper (CRD# 4648936) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Woodbury, NY and has 1 year of experience in the finance industry.
Garrett Kennedy (CRD# 7596013) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in College Station, TX and has 1 year of experience in the finance industry.
Sally Oradei (CRD# 2291301) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Roseville, MN and has over 30 years of experience in the finance industry.
Lisa Rosenberg (CRD# 7588659) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Greensboro, NC and has 1 year of experience in the finance industry.
Natisha Runyan (CRD# 6830300) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Fort Wayne, IN and has 1 year of experience in the finance industry.