Mohamed
Alsoraimi
Kingswood Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Mohamed Alsoraimi is a financial advisor operating out of San Diego, California, who has 5 years of relevant experience. Alsoraimi is on the advisory team at Kingswood Wealth Advisors, LLC. During their career, the advisor has held roles at Independent Capital Management, Inc, Sagepoint Financial, Inc, Mobile Tech Supply, Cuso Financial Services, Lp, Niagara International Capital Limited, Chalice Wealth Advisors, Chalice Capital Partners, LLC and Benchmark Investments, Inc. Alsoraimi has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Kingswood Wealth Advisors, LLC is an advisory company operating out of San Diego, CA. The investment advisory business has offices in seven locations and a total of 82 advisors. It administers $969 million in assets between its 2,720 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 2,720 customer accounts, just 13% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a number 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. Fees for financial management typically vary depending on which services the firm provides the client. Fee types charged by Kingswood Wealth Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Mohamed Alsoraimi Work History
Mohamed has been registered as a financial advisor for 5 years.*
Benchmark Investments, Inc
Chalice Capital Partners, LLC
Chalice Wealth Advisors
Niagara International Capital Limited
Cuso Financial Services, Lp
Independent Capital Management, Inc
Sagepoint Financial, Inc
Mobile Tech Supply
*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 Mohamed Alsoraimi 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
Miami, FL
Denver, CO
Sugar Hill, NH
Miami, FL
San Diego, CA
San Diego, CA
Freeport, IL
Stockbridge, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
