Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC (CRD# 288792) is a financial advisory firm headquartered in San Diego, CA. They manage $1,042,935,953 in 4,527 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management1,043MILLION
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Total Number of Accounts4,527ACCOUNTS
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Average Account Value$230,381
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Mohamed Alsoraimi (CRD# 5319490) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Norman Anderson (CRD# 843908) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Phoenix, AZ and has over 39 years of experience in the finance industry.
Derrick Avelar (CRD# 4525281) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 21 years of experience in the finance industry.
Tyler Bashaw (CRD# 4922569) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Lake Worth, FL and has over 19 years of experience in the finance industry.
John Bliss (CRD# 4463782) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 22 years of experience in the finance industry.
Conrad Branson (CRD# 2939162) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Julie Broady (CRD# 3053800) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 25 years of experience in the finance industry.
Christopher Brown (CRD# 5859612) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Franklin, TN and has over 13 years of experience in the finance industry.
Michelle Cavallero (CRD# 4390648) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Roseville, CA and has over 16 years of experience in the finance industry.
Steven Collins (CRD# 1587182) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Phoenix, AZ and has over 36 years of experience in the finance industry.