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Kingswood Wealth Advisors, LLC financial advisors in Georgia
Every SEC-registered investment adviser representative at a Kingswood Wealth Advisors, LLC office in Georgia, by city and A to Z.
The short answer
8 registered advisors work at Kingswood Wealth Advisors, LLC in Georgia, out of 112 nationwide; it's the firm's number 3 state by advisors, and the most are in Watkinsville (3). 0 list the CFP designation and 6 are also registered broker representatives.
Kingswood Wealth Advisors, LLC advisors by city in Georgia
Every firm in Georgia →Watkinsville 3Dalton 2Athens 1Atlanta 1Stockbridge 1Woodstock 1
Kingswood Wealth Advisors, LLC advisors in Georgia, A to Z
Search by name →- James A. BucknerAthens
- Mark C. ChristensonWatkinsville
- Jeffrey A. FalkeHartwell
- Grant W. GoldbergDalton
- Matthew LandDalton
- Logan B. LowreyStockbridge
- Brian S. SadlerAtlanta
- Seth WaltmanWatkinsville
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
California 49Florida 11New York 9Tennessee 9North Carolina 5Texas 4
Questions
How many Kingswood Wealth Advisors, LLC financial advisors are in Georgia?
8 investment adviser representatives are registered at Kingswood Wealth Advisors, LLC offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 112 at the firm nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.
Where in Georgia does Kingswood Wealth Advisors, LLC have the most advisors?
Watkinsville, with 3, then Dalton (2). Kingswood Wealth Advisors, LLC has advisors in 6 cities in Georgia.
How do I check a Kingswood Wealth Advisors, LLC advisor in Georgia?
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.