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
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.
Brian Dixon (CRD# 4567985) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Nashville, TN and has over 21 years of experience in the finance industry.
Douglas Dort (CRD# 2892471) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Clearwater, FL and has over 17 years of experience in the finance industry.
Christopher Doyle (CRD# 1689525) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Onancock, VA and has over 36 years of experience in the finance industry.
Regina Faison (CRD# 2197915) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Foothill Ranch, CA and has over 27 years of experience in the finance industry.
John Ferneau (CRD# 6136562) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Denver, CO and has over 10 years of experience in the finance industry.
Gary Garcia (CRD# 5027185) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 17 years of experience in the finance industry.
Judson Gee (CRD# 2453009) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Charlotte, NC and has over 30 years of experience in the finance industry.
Thomas Grimm (CRD# 2702276) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Waxhaw, NC and has over 27 years of experience in the finance industry.
Han Gu (CRD# 6863727) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 5 years of experience in the finance industry.