Scott
Ross
Kingswood Wealth Advisors, LLC
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About this Advisor
Scott Ross is a financial advisor working in San Diego, California with 1 year of industry experience. Ross currently works for Kingswood Wealth Advisors, LLC. Their career trajectory has included roles at Security National Mortgage Company, The Strategic Financial Alliance, Inc, Global View Capital Management, LTD, Purshe Kaplan Sterling Investments, Global View Capital Insurance, LTD, International Assets Investment Management, LLC and Kingswood Wealth Advisors, LLC. Ross maintains 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 California, Nevada and Utah. Kingswood Wealth Advisors, LLC is a financial advisory firm that has its headquarters in San Diego, CA. It has offices in seven locations and a total of 82 people on staff. It handles $969 million in total assets between its 2,720 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,720 client accounts, just 13% belong to high-net-worth investors who have more than $1 million in assets available to invest. Kingswood Wealth Advisors, LLC performs a number 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 fee schedules largely are based on the type of services offered. Fee types charged by Kingswood Wealth Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$969,372,131
82
2,720
$356,387
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
Scott Ross Work History
Scott has been registered as a financial advisor for 1 years.*
Kingswood Wealth Advisors, LLC
Security National Mortgage Company
International Assets Investment Management, LLC
Global View Capital Management, LTD
Purshe Kaplan Sterling Investments
The Strategic Financial Alliance, Inc
Global View Capital Insurance, LTD
*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 Scott Ross 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
Miami, FL
Freeport, IL
Denver, CO
Miami, FL
San Diego, CA
Sugar Hill, NH
San Diego, CA
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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