Cynthia
Pulver
Kingswood Wealth Advisors, LLC
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About this Advisor
Cynthia Pulver is a financial advisor based in San Diego, California, working with Kingswood Wealth Advisors, LLC. Cynthia has previously held positions at Miller And Wade, Senior Benefits Insurance Services, Global View Capital Management, LTD, Purshe Kaplan Sterling Investments, Global View Capital Insurance, LTD, Kingswood Capital Partners, LLC, Kingswood Wealth Advisory, LLC, Benchmark Investments, Benchmark Advisory Services, Kingswood Wealth Advisors, International Assets Advisory, LLC, International Assets Investment Management, LLC, and Kingswood Capital Markets. Cynthia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Georgia, Idaho, Nevada, North Carolina, Texas, and Utah. Currently, Cynthia is part of Kingswood Wealth Advisors, LLC, which operates out of San Diego, California. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
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
Cynthia Pulver Work History
Kingswood Wealth Advisors
Kingswood Capital Markets
Senior Benefits Insurance Services
Miller And Wade
Kingswood Capital Partners, LLC
Kingswood Wealth Advisory, LLC
Benchmark Investments
Benchmark Advisory Services
International Assets Advisory, LLC
International Assets Investment Management, LLC
Global View Capital Management, LTD
Purshe Kaplan Sterling Investments
Global View Capital Insurance, LTD
Disclosures
Please visit the SEC profile of Cynthia Pulver 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
American Fork, UT
San Diego, CA
San Diego, CA
Fullerton, CA
Manhattan Beach, CA
Henderson, NV
San Diego, CA
San Diego, CA
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