Alessandro
Abaroa
Kingsview Wealth Management, LLC
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About this Advisor
Alessandro Abaroa is a financial advisor working out of Fort Lauderdale, Florida with 8 years of industry experience. Abaroa is on the advisory team at Kingsview Wealth Management, LLC. Their career trajectory has included roles at Kingsview, LLC and Kingsview Asset Management, LLC. Abaroa maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Florida, Louisiana and Texas. Kingsview Wealth Management, LLC is a registered investment business headquartered in Grants Pass, OR. It has offices in 27 locations and a total of 150 people on staff. It handles $4 billion in assets under management among its 13,829 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 13,829 customer accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets. Kingsview Wealth Management, LLC has a number of services, including 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. Financial management fees usually depend on which services the firm provides the client. However, fee types charged by Kingsview Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$3,584,124,096
150
13,829
$259,174
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
Alessandro Abaroa Work History
Alessandro has been registered as a financial advisor for 8 years.*
Kingsview Asset Management, LLC
Kingsview, LLC
*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 Alessandro Abaroa 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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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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