Eric
Smith
Kingsview Wealth Management, LLC
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About this Advisor
Eric Smith is a certified financial planner based out of West Chester, Pennsylvania, who has 5 years of relevant experience. Smith is an employee of Kingsview Wealth Management, LLC. Over the course of their career, Smith has held roles at Edward Jones Investments and Kingsview Asset Management. Smith maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Kingsview Wealth Management, LLC is a company based in Grants Pass, OR. The firm has offices in 27 locations and a total of 150 advisors. It has $4 billion in assets under management between its 13,829 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to eight charities and foundations. Of its 13,829 accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets. Kingsview Wealth Management, LLC provides a broad range 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. Fees for financial advisory services usually are based on which services the firm provides the client. However, fee types charged by Kingsview Wealth Management, LLC likely consist of 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
Eric Smith Work History
Eric has been registered as a financial advisor for 5 years.*
Kingsview Asset Management
Edward Jones Investments
*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 Eric Smith 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 Kingsview Wealth Management, LLC
Summit, NJ
Mountlake Terrace, WA
Woodbury, NY
Albuquerque, NM
Falls Church, VA
Paris, TN
Chicago, IL
Raleigh, NC
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
