Randal
Nesmith

Kingsview Wealth Management, LLC

CRD#2295975
Investment Advisor
in Myrtle Beach, SC

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About this Advisor

Randal Nesmith is a financial advisor based out of Myrtle Beach, South Carolina with 3 years of industry experience. Nesmith works at Kingsview Wealth Management, LLC. The advisor has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Kingsview Partners. Nesmith holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in South Carolina. Kingsview Wealth Management, LLC is an advisory firm that has its headquarters in Grants Pass, OR. The investment advisory business has offices in 27 locations and a total of 150 financial advisors. It has $4 billion in assets between its 13,829 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 13,829 customer accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets. Kingsview Wealth Management, LLC provides 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. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Kingsview Wealth Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2513 N. Oak St Suite 201
Myrtle Beach, SC 29577

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Kingsview Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,584,124,096

SC Average: $1,120,203,312
Total Number of Employees

150

SC Average: 50
Total Number of Accounts

13,829

SC Average: 1,309
Average Account Size

$259,174

SC Average: $855,770

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

Randal Nesmith Work History

Randal has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Kingsview Partners

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

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 Randal Nesmith 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

Mark Weatherly
Mountlake Terrace, WA
William Collins
Summit, NJ
Joe Faulk
Crestview, FL
Martin Harper
Woodbury, NY
Michael Enriquez
Albuquerque, NM
Ashli Newcomb
Paris, TN
Garrett Kennedy
College Station, TX
Jonathan Millman
Woodbury, NY

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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