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Financial ADVSR advisor directory · SEC adviser records

Kingswood Wealth Advisors, LLC financial advisors in Franklin, TN

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

The short answer

4 registered advisors work at Kingswood Wealth Advisors, LLC in Franklin, out of 112 at the firm nationwide; it ranks number 42 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Kingswood Wealth Advisors, LLC advisors in Franklin, 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 3Rochester, NY 3Roseville, CA 3Watkinsville, GA 3Campbell, CA 2Clearwater, FL 2Dalton, GA 2Lehi, UT 2Manhattan Beach, CA 2Phoenix, AZ 2Plano, TX 2Raleigh, NC 2

Other firms in Franklin

All Franklin advisors →

Sagespring Wealth Partners 88LPL Financial LLC 33Strategic Advisers LLC 28First Trust Advisors LP 24Raymond James & Associates, Inc. 23Edward Jones 20MML Investors Services, LLC 20Morgan Stanley 20Equitable Advisors, LLC 19Beacon Capital Management, LLC 18Charles Schwab & Co., Inc. 17Abound Wealth Management, LLC 15

Questions

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

4 investment adviser representatives are registered at Kingswood Wealth Advisors, LLC offices in Franklin, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 112 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

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

Kingswood Wealth Advisors, LLC ranks number 42 in Franklin by registered advisors; Sagespring Wealth Partners has the most, with 88.

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

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.