Financial ADVSR advisor directory · SEC adviser records
Kingswood Wealth Advisors, LLC financial advisors in Nashville, TN
Every SEC-registered investment adviser representative at a Kingswood Wealth Advisors, LLC office in Nashville, A to Z.
The short answer
4 registered advisors work at Kingswood Wealth Advisors, LLC in Nashville, out of 113 at the firm nationwide; it ranks number 44 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Kingswood Wealth Advisors, LLC advisors in Nashville, A to Z
Every Kingswood Wealth Advisors, LLC advisor →- Brian M. DixonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Jeffrey L. JohnsonAlso a broker rep
- James A. Parrish IIIInvestment adviser rep
- Seth A. StewartAlso 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
San Diego, CA 48Franklin, 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 Nashville
All Nashville advisors →&Partners 77Merrill Lynch, Pierce, Fenner & Smith Incorporated 70UBS Financial Services Inc. 67Alliancebernstein L.P. 61Morgan Stanley 48Raymond James Financial Services Advisors, Inc. 46Raymond James & Associates, Inc. 41Robert W. Baird & Co. Incorporated 40LPL Financial LLC 38Florida Financial Advisors, LLC 37Wells Fargo Clearing Services, LLC 30Strategic Advisers LLC 27
Questions
How many financial advisors does Kingswood Wealth Advisors, LLC have in Nashville?
4 investment adviser representatives are registered at Kingswood Wealth Advisors, LLC offices in Nashville, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 113 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 Nashville?
Kingswood Wealth Advisors, LLC ranks number 44 in Nashville by registered advisors; &Partners has the most, with 77.
How do I check a Kingswood Wealth Advisors, LLC advisor in Nashville?
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.