Financial ADVSR advisor directory · SEC adviser records
Kingswood Wealth Advisors, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Kingswood Wealth Advisors, LLC office in California, by city and A to Z.
The short answer
58 registered advisors work at Kingswood Wealth Advisors, LLC in California, out of 113 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (48). 6 list the CFP designation and 51 are also registered broker representatives.
Kingswood Wealth Advisors, LLC advisors by city in California
Every firm in California →San Diego 48Roseville 3Santa Barbara 2Campbell 1El Cerrito 1Foothill Ranch 1Jurupa Valley 1Redondo Beach 1
Kingswood Wealth Advisors, LLC advisors in California, A to Z
Search by name →- Mohamed A. AlsoraimiSan Diego
- Dean T. AntonopoulosSan Diego
- William G. BianchiSan Diego
- Dayna L. BirkleySanta Barbara
- John N. Bliss IIISan Diego
- Brian BrakerRoseville
- Conrad K. BransonSan Diego
- Julie A. BroadySan Diego
- Eric A. CardenasRedondo Beach
- Michelle L. CavalleroRoseville
- Richard H. DawkinsSan Diego
- Kim DesioSan Diego
- John F. DolanSan Diego
- Nicole M. EnglishSan Diego
- Renee G. FaisonFoothill Ranch
- Kyle D. FosterSan Diego
- Blake R. FowlerSan Diego
- Gary G. Garcia IISan Diego · Certified Financial Planner
- John T. GilmoreSan Diego · Certified Financial Planner
- Alec L. GoldbergSan Diego
- John C. GoodsonSan Diego
- James P. GreekSan Diego
- Han GuSan Diego · Certified Financial Planner
- Ricardo E. HarmsenSan Diego
- Derek B. HerzerSan Diego
- Adnan H. HussainSan Diego
- Kalyan KaviliSan Diego
- Eduard KazatskySan Diego
- Robert G. KingSan Diego
- Travis M. KingSanta Barbara
- Stacey L. LavenderJurupa Valley
- Paul S. LeeSan Diego
- Daniel A. LeyvaSan Diego
- John Matsek IIISan Diego
- Matthew T. NadeauRoseville · Certified Financial Planner
- Michael H. NessimSan Diego
- Jefferson T. OlneySan Diego
- Christian S. ParkSan Diego
- Jason ParkerSan Diego · Certified Financial Planner
- Mark E. PeetzSan Diego
- Scott E. PooreSan Diego
- Stacey D. PriceSan Diego
- Dominick V. PullanoSan Diego
- Jacob J. PulverSan Diego
- H C. RappaportSan Diego
- Gregory J. RichardsSan Diego
- Garland A. RisnerSan Diego
- Jason A. RussellEl Cerrito
- Christopher P. ScarboroughSan Diego
- Donald P. SkinnerCampbell
- Douglas B. SolinskySan Diego
- Keith E. SpelmonSan Diego
- Gregory L. StephensSan Diego
- Gabriel TalleySan Diego · Certified Financial Planner
- Michelle L. VartanianSan Diego
- Raffi R. VartanianSan Diego
- Joseph WainerSan Diego
- Barry WaxlerSan Diego
Kingswood Wealth Advisors, LLC advisors in every 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 in other states
New York 9Florida 8Georgia 8Tennessee 8North Carolina 4Texas 4
Questions
How many Kingswood Wealth Advisors, LLC financial advisors are in California?
58 investment adviser representatives are registered at Kingswood Wealth Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 113 at the firm nationwide. 6 list the CFP designation and 51 are also registered as broker representatives.
Where in California does Kingswood Wealth Advisors, LLC have the most advisors?
San Diego, with 48, then Roseville (3). Kingswood Wealth Advisors, LLC has advisors in 8 cities in California.
How do I check a Kingswood Wealth Advisors, LLC advisor in California?
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.