Derrick
Avelar
Kingswood Wealth Advisors, LLC
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About this Advisor
Derrick Avelar is a financial advisor based in San Diego, California, working with Kingswood Wealth Advisors, LLC. Derrick has previously held positions at Advanced Capital Group, Benchmark Advisory Services, LLC, and Creative Planning. Derrick has passed the Series 63 regulatory exam and is registered to provide services in California, Iowa, Kansas, Michigan, Minnesota, Rhode Island, Texas, West Virginia, and Wisconsin. Currently, Derrick 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
Derrick Avelar Work History
Benchmark Advisory Services, LLC
Creative Planning
Advanced Capital Group
Disclosures
Please visit the SEC profile of Derrick Avelar 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
Henderson, NV
American Fork, UT
Manhattan Beach, CA
Fullerton, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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