KINGSWOOD WEALTH ADVISORS, LLC ACTIVE IA

Key facts

FINRA firm ID

288792

Firm name

KINGSWOOD WEALTH ADVISORS, LLC

Other names / DBAs

3G WEALTH; VSL WEALTH ADVISORY LLC; UNIVERSITY PLANNING PARTNERS; UNIVERSAL FINANCIAL CONSULTANTS; TRINITY CAPITAL MANAGEMENT; THE COLLINS GROUP; TB HERBERT FINANCIAL; SUTTER WEALTH MANAGEMENT; STERZING FINANCIAL GROUP; STERN INVESTMENTS, LLC; STEPHENS INVESTMENTS & WEALTH MANAGEMENT SOLUTIONS; STEPHAN AND ASSOCIATES WEALTH MANAGEMENT; STEGER FINANCIAL GROUP/THE EFFICIENT EDGE; SOUTHERN EDGE WEALTH SOLUTIONS; SIMINOU WEALTH MANAGEMENT; SECURIET WEALTH; SECURIAN WEALTH; ROHR CAPITAL MANAGEMENT; REPUBLIC CAPITAL GROUP; RENAISSANCE DIGITAL INVESTMENTS; RAPPAPORT WEALTH MANAGEMENT; RANDIE J ENTERPRISES/RJE; RANDIE J ENTERPRISE.RJE; PROVIDENT PLACE WEALTH ADVISORS LLC; PROSPERITY WEALTH MANAGEMENT; PHOENIX ASSET ADVISORS; PCM ASSOCIATES LTD; PARADIGM WEALTH SERVICES, INC.; LOWREY WEALTH MANAGEMENT; LOWERY WEALTH MANAGEMENT; LOEFFLER WEALTH MANAGEMENT; LIFETRUST WEALTH ADVISORS, LLC; LIBERTY WEALTH MANAGEMENT; LE'AHI PRIVATE WEALTH; LAKEVIEW ASSET MANAGEMENT; KINGSWOOD WEALTH ADVISORS, LLC; KINGSWOOD FAMILY OFFICES; KINGSWOOD FAMILY OFFICE; JHG FINANCIAL ADVISORS; INTEGRATED FINANCIAL PLANNING CENTER; H. PRIVATE WEALTH; GUARDIAN; GRANITE BAY CAPITAL MANAGEMENT; GOODSON WEALTH MANAGEMENT; GLENWOOD FINANCIAL PARTNERS; FRAMEPOINT PARTNERS, LP FRAMEPOINT; FOWLER FINANCIAL GROUP LLC; FINANCIAL & RETIREMENT STRATEGIES, INC.; FINANCIAL & RETIREMENT STRATEGIES; FERNEAU ASSET MANAGEMENT; FALKE WEALTH MANAGEMENT; FAISON WEALTH STRATEGY; ENDEAVOR INVESTMENT RESOURCES; ELEVATE WEALTH MANAGEMENT; DYNAMIC FINANCIAL; DEFREZE FINANCIAL SERVICES; DANNAH INVESTMENTS; COMPLETE WEALTH 360; CHALICE WEALTH ADVISORS, LLC; CHALICE WEALTH ADVISORS; CARDINAL CAPITAL PARTNERS; CAPITAL INSURANCE & INVESTMENT PLANNING; BRIDGERLAND FINANCIAL ADVISORS, LLC; BRIDGERLAND FINANCIAL; BREWER WEALTH MANAGEMENT; BOND HARBOR FINANCIAL ADVISORS; BLUEPRINT WEALTH SOLUTIONS; BLUEPOINT WEALTH MANAGEMENT; BIRCHWOOOD WEALTH ADVISORS; BIANCHI FINANCIAL PARTNERS; BANNER WEALTH AND LEGACY PLANNING; APEX FINANCIAL; ANDERSON TEAM FINANCIAL; ANDERSON FINANCIAL GROUP; ADMIRALTY WEALTH MANAGEMENT

IA scope

ACTIVE

SEC IA file

801-110755

Branches

116

Disclosure events

No

HQ

SAN DIEGO, CA, 92127, United States

Run KYC screen

Check KINGSWOOD WEALTH ADVISORS, LLC across OFAC + UFLPA + CSL + SAM + OIG + DOJ + CFTC + CFPB + courts + Fed + NHTSA + CISA + FINRA ↗