Travis
King
Kingswood Wealth Advisors, LLC
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About this Advisor
Travis King is a financial advisor based in Santa Barbara, California, working with Kingswood Wealth Advisors, LLC. Travis has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Kingswood Capital Partners, and Kingswood Wealth Advisors. Travis has passed the Series 66 regulatory exam and is registered to provide services in Alaska, Arizona, California, Colorado, Nevada, Texas, Virginia, Washington, and Wisconsin. Currently, Travis is part of Kingswood Wealth Advisors, LLC, which operates out of Santa Barbara, 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
Travis King Work History
Kingswood Capital Partners
Kingswood Wealth Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Travis King 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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