Richard
Polson
Kingsview Wealth Management, LLC
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About this Advisor
Richard Polson is a financial advisor who works in Greensboro, North Carolina who has 4 years of industry experience. Polson is an advisor for Kingsview Wealth Management, LLC. The advisor has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Kingsview Wealth Management. Polson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Kingsview Wealth Management, LLC is a financial advisory firm operating out of Grants Pass, OR. The firm has offices in 27 locations and a total of 150 employees. It administers $4 billion in assets among its 13,829 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to eight charitable organizations. Of its 13,829 accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Kingsview Wealth Management, LLC performs 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. A financial advisor's fees depend on the financial services offered. However, fee types billed by Kingsview Wealth Management, LLC may 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
Richard Polson Work History
Richard has been registered as a financial advisor for 4 years.*
Kingsview Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors 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 Richard Polson 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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