Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC (CRD# 148107) is a financial advisory firm headquartered in Grants Pass, OR. They manage $4,845,686,420 in 18,332 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management4,846MILLION
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Total Number of Accounts18,332ACCOUNTS
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Average Account Value$264,329
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Benton Lacy (CRD# 2774409) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in College Station, TX and has over 19 years of experience in the finance industry.
Tony Lantis (CRD# 2145277) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Casper, WY and has over 30 years of experience in the finance industry.
Trenton Lay (CRD# 4763455) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Coupeville, WA and has over 19 years of experience in the finance industry.
Jonathan Lubell (CRD# 3220464) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Soquel, CA and has over 24 years of experience in the finance industry.
Dimitris Magemeneas (CRD# 5278539) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 17 years of experience in the finance industry.
Scott Martin (CRD# 4328984) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Sean McGillivray (CRD# 6135768) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 11 years of experience in the finance industry.
Lawrence Mickle (CRD# 5626384) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Myrtle Beach, SC and has over 13 years of experience in the finance industry.
Ian Millman (CRD# 2870188) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Woodbury, NY and has over 26 years of experience in the finance industry.
Jonathan Millman (CRD# 2804395) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Woodbury, NY and has over 27 years of experience in the finance industry.