Bradley
Mayer
Kingswood Wealth Advisors, LLC
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About this Advisor
Bradley Mayer is a financial advisor based in Pflugerville, Texas, working with Kingswood Wealth Advisors, LLC. Bradley has previously held positions at Mayer Financial Services Group, H Beck Inc, Ifs Securities, Benchmark Investments, Inc, Kingswood Wealth Advisors LLC, and Kingswood Capital Partners, LLC. Bradley has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Bradley is part of Kingswood Wealth Advisors, LLC, which operates out of Pflugerville, Texas. 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
Bradley Mayer Work History
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors LLC
Benchmark Investments, Inc
Ifs Securities
Mayer Financial Services Group
H Beck Inc
Disclosures
Please visit the SEC profile of Bradley Mayer 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
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Manhattan Beach, CA
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