Steven
Collins
Kingswood Wealth Advisors, LLC
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About this Advisor
Steven Collins is a certified financial planner based out of Phoenix, Arizona who has 6 years of relevant experience. Collins works at Kingswood Wealth Advisors, LLC. Throughout their career, they have worked at Financial West Group, Niagara International Capital Limited, Chalice Capital Partners, LLC and Chalice Wealth Advisors, LLC. Collins has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California, Illinois, North Carolina, Ohio, Oregon, South Carolina and Texas. Kingswood Wealth Advisors, LLC is a registered investment company that has its headquarters in San Diego, CA. The company has offices in seven locations and a total of 82 employees. It has $969 million in assets across its 2,720 accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,720 accounts, just 13% belong to high-net-worth investors who have at least $1 million in investable assets. Kingswood Wealth Advisors, LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees largely are based on which services the firm provides the client. However, fee types charged by Kingswood Wealth Advisors, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$969,372,131
82
2,720
$356,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Steven Collins Work History
Steven has been registered as a financial advisor for 6 years.*
Chalice Capital Partners, LLC
Chalice Wealth Advisors, LLC
Niagara International Capital Limited
Financial West Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Collins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingswood Wealth Advisors, LLC
San Diego, CA
Denver, CO
San Diego, CA
Miami, FL
Miami, FL
Freeport, IL
Sugar Hill, NH
Severna Park, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
