Judson
Gee
Kingswood Wealth Advisors, LLC
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About this Advisor
Judson Gee is a financial advisor based in Charlotte, North Carolina, working with Kingswood Wealth Advisors, LLC. Judson has previously held positions at Lpl Financial, LLC, Uhlmann Price Securities, Hayden Royal (Previously Great Lakes & Atlantic), Niagara International Capital Limited, Jhg Financial, and Chalice Capital Partners, LLC. Judson has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Georgia, Indiana, Kentucky, Michigan, North Carolina, South Carolina, Texas, and Virginia. Currently, Judson is part of Kingswood Wealth Advisors, LLC, which operates out of Charlotte, North Carolina. 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
Judson Gee Work History
Chalice Capital Partners, LLC
Niagara International Capital Limited
Hayden Royal (Previously Great Lakes & Atlantic)
Jhg Financial
Uhlmann Price Securities
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Judson Gee 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
San Diego, CA
Fullerton, CA
American Fork, UT
San Diego, CA
San Diego, CA
Manhattan Beach, CA
San Diego, CA
Henderson, NV
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