Best Investors
Account
Sign in
Best Investors
Account
Sign in
Kingsview Wealth Management, LLC CRD 148107
$8.96B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-22 |
| TX | RA | APPROVED_RES | 2024-08-23 |
Branch Locations
226 N Walnut St, Mt Carmel, IL 62863 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2001 | 08/2024 |
| Kingsview Partners Llc | Grants Pass | OR | 08/2024 | Present |
| Kingsview Wealth Management Llc | Mt Carmel | IL | 08/2024 | Present |
ALTON-GODFREY ROTARY PRESIDENT-ELECT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-08 |
Reach out to this advisor