Frank Edward Zaccardo

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → Present
  Lpl Financial Llc
  Plano, TX
• 05/2026 → Present
  Kingswood Capital Partners
  Plano, TX
• 05/2026 → Present
  Kingswood Wealth Advisors
  Plano, TX

Previous Registrations

• 2010-12-10 → 2026-06-03
  Lpl Financial Llc
  Plano, TX
  Plano, TX
  San Diego, CA
  Plano, TX
  Plano, TX
• 2004-08-05 → 2010-12-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
  Plano, TX

Other Businesses

1.) Zaccardo Wealth Management,Is Not Investment Related,"5048 Tennyson Ste 250, , Plano, TX, 75024, United States",Wealth Management,Owner/President,12/1/2010,160 hours per month,160 hours per month during trading hours,Commission Compensation,This is my S Corp Wealth Management business which runs parallel to my Relationship with LPL (which he has since left to be with KW)

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-04
• S63 Uniform Securities Agent State Law Examination
  2004-03-31