Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC (CRD# 288792) is a financial advisory firm headquartered in San Diego, CA. They manage $969,372,131 in 2,720 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management969MILLION
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Total Number of Accounts2,720ACCOUNTS
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Average Account Value$356,387
- 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 8 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 38 years of experience in the finance industry.
Stephen Austin (CRD# 6380544) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Walnut Creek, CA and has over 8 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 20 years of experience in the finance industry. Derrick Avelar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tyler Bashaw (CRD# 4922569) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Lake Worth, FL and has over 18 years of experience in the finance industry.
Thad Bisselle (CRD# 1199497) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Rockville, MD and has over 39 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 21 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 25 years of experience in the finance industry.
Julie Broady (CRD# 3053800) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Manhattan Beach, CA and has over 24 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 15 years of experience in the finance industry.