Cynthia
Pulver

Kingswood Wealth Advisors, LLC

CRD#2679744
Investment Advisor
in San Diego, CA

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About this Advisor

Cynthia Pulver is a financial advisor operating in San Diego, California with 2 years of industry experience. Pulver is on the advisory team at Kingswood Wealth Advisors, LLC. Their career trajectory has included roles at Miller And Wade, Debtmerica, Senior Benefits Insurance Services, The Strategic Financial Alliance, Inc, Global View Capital Management, LTD, Purshe Kaplan Sterling Investments, Global View Capital Insurance, LTD, Kingswood Wealth Advisors, International Assets Advisory, LLC, International Assets Investment Management, LLC, Kingswood Capital Partners, LLC, Kingswood Wealth Advisory, LLC, Benchmark Investments, Benchmark Advisory Services and Kingswood Capital Markets. Pulver has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Florida, Georgia, Idaho, Nevada, North Carolina, Texas and Utah. Kingswood Wealth Advisors, LLC is an advisory business operating out of San Diego, CA. The company has offices in seven locations and a total of 82 people on staff. It has $969 million in assets between its 2,720 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 2,720 customer accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets available to invest. Kingswood Wealth Advisors, LLC has a broad array of services, such as 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. Financial management fees usually vary depending on which services the firm provides the client. Fee types billed by Kingswood Wealth Advisors, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11440 W. Bernardo Ct. Suite 300
San Diego, CA 92127

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Kingswood Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$969,372,131

CA Average: $7,578,581,321
Total Number of Employees

82

CA Average: 43
Total Number of Accounts

2,720

CA Average: 3,727
Average Account Size

$356,387

CA Average: $2,033,427

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

Cynthia Pulver Work History

Cynthia has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kingswood Wealth Advisors

2021 - Present (3 years)

Kingswood Capital Markets

2012 - Present (12 years)

Senior Benefits Insurance Services

2002 - Present (22 years)

Miller And Wade

2021 - 2021 (< 1 year)

Kingswood Capital Partners, LLC

2021 - 2021 (< 1 year)

Kingswood Wealth Advisory, LLC

2021 - 2021 (< 1 year)

Benchmark Investments

2021 - 2021 (< 1 year)

Benchmark Advisory Services

2019 - 2021 (2 years)

International Assets Advisory, LLC

2019 - 2021 (2 years)

International Assets Investment Management, LLC

2014 - 2018 (4 years)

Global View Capital Management, LTD

2014 - 2018 (4 years)

Purshe Kaplan Sterling Investments

2014 - 2018 (4 years)

Global View Capital Insurance, LTD

2013 - 2013 (< 1 year)

The Strategic Financial Alliance, Inc

2011 - 2013 (2 years)

Debtmerica

*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 Cynthia Pulver 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

Kalyan Kavili
Miami, FL
Bruce Mclaren
Sugar Hill, NH
Krishna Grandi
San Diego, CA
Debinder Deshmukh
Miami, FL
John Ferneau
Denver, CO
Mohamed Alsoraimi
San Diego, CA
John Loeffler
Freeport, IL
Gary Garcia
Tampa, FL

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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