Heather
Ponsano
Kingsview Wealth Management, LLC
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About this Advisor
Heather Ponsano is a financial advisor based in Eureka, California, working with Kingsview Wealth Management, LLC. Heather has previously held positions at Scott Hammond Insurance Agency, Randstad Sourceright, State Farm Vp Management Corp, Southern New Hampshire University, Cuna Mutual Group, Cuna Brokerage Services, Inc, Ebert Capital Management, Jason Forester State Farm, Lpl Financial LLC, and Kingsview Partners. Heather has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Heather is part of Kingsview Wealth Management, LLC, which operates out of Eureka, California. The firm has 46 offices and 190 employees. The firm manages assets totaling $4.8 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 investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kingsview Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$4,845,686,420
190
18,332
$264,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Heather Ponsano Work History
Kingsview Partners
Cuna Mutual Group
Cuna Brokerage Services, Inc
Lpl Financial LLC
Ebert Capital Management
Jason Forester State Farm
Southern New Hampshire University
Scott Hammond Insurance Agency
Randstad Sourceright
State Farm Vp Management Corp
Disclosures
Please visit the SEC profile of Heather Ponsano 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 Kingsview Wealth Management, LLC
Amarillo, TX
Raleigh, NC
Greensboro, NC
Eureka, CA
Paris, TN
Myrtle Beach, SC
Greensboro, NC
Georgetown, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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