Financial ADVSR advisor directory · SEC adviser records
Kingswood Wealth Advisors, LLC financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Kingswood Wealth Advisors, LLC office in San Diego, A to Z.
The short answer
48 registered advisors work at Kingswood Wealth Advisors, LLC in San Diego, out of 113 at the firm nationwide; it ranks number 14 in the city by advisors. 5 list the CFP designation and 41 are also registered broker representatives.
Kingswood Wealth Advisors, LLC advisors in San Diego, A to Z
Every Kingswood Wealth Advisors, LLC advisor →- Mohamed A. AlsoraimiAlso a broker rep
- Dean T. AntonopoulosAlso a broker rep
- William G. BianchiAlso a broker rep
- John N. Bliss IIIAlso a broker rep
- Conrad K. BransonAlso a broker rep
- Julie A. BroadyAlso a broker rep
- Richard H. DawkinsAlso a broker rep
- Kim DesioAlso a broker rep
- John F. DolanAlso a broker rep
- Nicole M. EnglishAlso a broker rep
- Kyle D. FosterInvestment adviser rep
- Blake R. FowlerAlso a broker rep
- Gary G. Garcia IICertified Financial Planner · Also a broker rep
- John T. GilmoreCertified Financial Planner · Also a broker rep
- Alec L. GoldbergAlso a broker rep
- John C. GoodsonAlso a broker rep
- James P. GreekAlso a broker rep
- Han GuCertified Financial Planner · Also a broker rep
- Ricardo E. HarmsenAlso a broker rep
- Derek B. HerzerInvestment adviser rep
- Adnan H. HussainAlso a broker rep
- Kalyan KaviliAlso a broker rep
- Eduard KazatskyAlso a broker rep
- Robert G. KingInvestment adviser rep
- Paul S. LeeAlso a broker rep
- Daniel A. LeyvaAlso a broker rep
- John Matsek IIIAlso a broker rep
- Michael H. NessimAlso a broker rep
- Jefferson T. OlneyAlso a broker rep
- Christian S. ParkAlso a broker rep
- Jason ParkerCertified Financial Planner
- Mark E. PeetzAlso a broker rep
- Scott E. PooreInvestment adviser rep
- Stacey D. PriceAlso a broker rep
- Dominick V. PullanoAlso a broker rep
- Jacob J. PulverAlso a broker rep
- H C. RappaportAlso a broker rep
- Gregory J. RichardsAlso a broker rep
- Garland A. RisnerInvestment adviser rep
- Christopher P. ScarboroughAlso a broker rep
- Douglas B. SolinskyAlso a broker rep
- Keith E. SpelmonAlso a broker rep
- Gregory L. StephensAlso a broker rep
- Gabriel TalleyCertified Financial Planner
- Michelle L. VartanianAlso a broker rep
- Raffi R. VartanianAlso a broker rep
- Joseph WainerAlso a broker rep
- Barry WaxlerAlso a broker rep
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
Franklin, TN 4Nashville, TN 4New York, NY 4Rochester, NY 3Roseville, CA 3Clearwater, FL 2Dalton, GA 2Phoenix, AZ 2Plano, TX 2Raleigh, NC 2Santa Barbara, CA 2Watkinsville, GA 2Alexandria, VA 1Athens, GA 1Atlanta, GA 1
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does Kingswood Wealth Advisors, LLC have in San Diego?
48 investment adviser representatives are registered at Kingswood Wealth Advisors, LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 113 nationwide. 5 list the CFP designation and 41 are also registered as broker representatives.
Is Kingswood Wealth Advisors, LLC one of the largest advisor employers in San Diego?
Kingswood Wealth Advisors, LLC ranks number 14 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Kingswood Wealth Advisors, LLC advisor in San Diego?
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.