Eric
Cardenas
Kingswood Wealth Advisors, LLC
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About this Advisor
Eric Cardenas is a financial advisor based in Redondo Beach, California, working with Kingswood Wealth Advisors, LLC. Eric has previously held positions at Wells Fargo Advisors, LLC, UBS Financial Services Inc, Wells Fargo Clearing Services, LLC, Kingswood Wealth Advisors, and Kingswood Capital Partners. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Georgia, Montana, Nevada, South Carolina, and Texas. Currently, Eric is part of Kingswood Wealth Advisors, LLC, which operates out of Redondo Beach, 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
Eric Cardenas Work History
Kingswood Wealth Advisors
Kingswood Capital Partners
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Eric Cardenas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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