Namhee
Park

Kingswood Wealth Advisors, LLC

CRD#6724895
Investment Advisor
in Fullerton, CA

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About this Advisor

Namhee Park is a financial advisor who works in Fullerton, California with a total of 2 years of relevant experience. Park currently works for Kingswood Wealth Advisors, LLC. Over the course of their career, they have held roles at Homemaker, Mirae Asset Daewoo, New York Life Insurance Co, Nylife Securities LLC, Eagle Securities LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Mirae Asset Wealth Management (Usa) Inc, Kingswood Capital Partners, LLC and Kingswood Wealth Advisors, LLC. Park holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Colorado, Michigan and Texas. Kingswood Wealth Advisors, LLC is a business that has its headquarters in San Diego, CA. It has offices in seven locations and a total of 82 advisors. It oversees $969 million in total assets across its 2,720 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,720 accounts, just 13% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company provides 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. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types billed by Kingswood Wealth Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

110 E Wilshire Ave Suite 301
Fullerton, CA 92832

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Kingswood Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$969,372,131

CA Average: $7,578,581,321
Total Number of Employees

82

CA Average: 43
Total Number of Accounts

2,720

CA Average: 3,727
Average Account Size

$356,387

CA Average: $2,033,427

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

Namhee Park Work History

Namhee has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kingswood Capital Partners, LLC

2021 - Present (3 years)

Kingswood Wealth Advisors, LLC

2019 - 2021 (2 years)

Mirae Asset Wealth Management (Usa) Inc

2018 - 2018 (< 1 year)

Eagle Securities LLC

2018 - 2019 (1 year)

Mass Mutual Life Insurance Company

2018 - 2019 (1 year)

Mml Investors Services

2017 - 2018 (1 year)

Nylife Securities LLC

2016 - 2018 (2 years)

New York Life Insurance Co

2013 - 2016 (3 years)

Homemaker

2005 - 2013 (8 years)

Mirae Asset Daewoo

*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 Namhee Park 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

John Loeffler
Freeport, IL
Krishna Grandi
San Diego, CA
Kalyan Kavili
Miami, FL
John Ferneau
Denver, CO
Mohamed Alsoraimi
San Diego, CA
Debinder Deshmukh
Miami, FL
Bruce Mclaren
Sugar Hill, NH
Gary Garcia
Tampa, FL

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.

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