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Financial ADVSR advisor directory · SEC adviser records

Kingswood Wealth Advisors, LLC financial advisors in Roseville, CA

Every SEC-registered investment adviser representative at a Kingswood Wealth Advisors, LLC office in Roseville, A to Z.

The short answer

3 registered advisors work at Kingswood Wealth Advisors, LLC in Roseville, out of 112 at the firm nationwide; it ranks number 45 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Kingswood Wealth Advisors, LLC advisors in Roseville, A to Z

Every Kingswood Wealth Advisors, LLC advisor →

Kingswood Wealth Advisors, LLC advisors in every city and state →Kingswood Wealth Advisors, LLC: assets, clients and custodians →Kingswood U.S. news and advisor moves →Advisor Moves: who changed firms this week →

Kingswood Wealth Advisors, LLC advisors in other cities

San Diego, CA 35New York, NY 5Nashville, TN 4Boca Raton, FL 3Franklin, TN 3Rochester, NY 3Watkinsville, GA 3Campbell, CA 2Clearwater, FL 2Dalton, GA 2Lehi, UT 2Manhattan Beach, CA 2Phoenix, AZ 2Plano, TX 2Raleigh, NC 2

Other firms in Roseville

All Roseville advisors →

Wells Fargo Clearing Services, LLC 63Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Morgan Stanley 33Robert W. Baird & Co. Incorporated 33Ameriprise Financial Services, LLC 29LPL Financial LLC 28Strategic Advisers LLC 26Osaic Wealth, Inc. 20Principal Securities, Inc. 19D.A. Davidson & Co. 16Cetera Investment Advisers LLC 15Eagle Strategies LLC 15

Questions

How many financial advisors does Kingswood Wealth Advisors, LLC have in Roseville?

3 investment adviser representatives are registered at Kingswood Wealth Advisors, LLC offices in Roseville, California, according to the SEC's Investment Adviser Public Disclosure records, out of 112 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Kingswood Wealth Advisors, LLC one of the largest advisor employers in Roseville?

Kingswood Wealth Advisors, LLC ranks number 45 in Roseville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 63.

How do I check a Kingswood Wealth Advisors, LLC advisor in Roseville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kingswood Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.