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).

By the Numbers
  • Total Assets Under Management
    969
    MILLION
  • Total Number of Accounts
    2,720
    ACCOUNTS
  • Average Account Value
    $356,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kingswood Wealth Advisors, LLC
Showing 1 - 10 of 62 top financial advisors.
1
Mohamed A. Alsoraimi
CRD#: 5319490
11440 W. Bernardo Ct., Suite 300, San Diego, CA 92127

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.

2
Norman L. Anderson
CRD#: 843908
4600 E Shea Blvd, Suite 203, Phoenix, AZ 85028

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.

3
Stephen C. Austin
CRD#: 6380544
Walnut Creek, CA

Stephen Austin (CRD# 6380544) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Walnut Creek, CA and has over 9 years of experience in the finance industry.

4
Derrick S. Avelar
CRD#: 4525281
11440 W. Bernardo Ct., Suite 300, San Diego, CA 92127

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.

5
Tyler T. Bashaw
CRD#: 4922569
Lake Worth, FL

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.

6
John N. Bliss
CRD#: 4463782
11440 W. Bernardo Ct., Suite 300, San Diego, CA 92127

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.

7
Conrad K. Branson
CRD#: 2939162
11440 W. Bernardo Ct., Suite 300, San Diego, CA 92127

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.

8
Julie A. Broady
CRD#: 3053800
1500 Rosecrans Blvd, Suite 500, Manhattan Beach, CA 90266

Julie Broady (CRD# 3053800) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Manhattan Beach, CA and has over 25 years of experience in the finance industry.

9
Michelle L. Cavallero
CRD#: 4390648
3500 Douglas Blvd, Suite 150, Roseville, CA 95661

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.

10
Steven G. Collins
CRD#: 1587182
Phoenix, AZ

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.

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