Renee Grace Faison

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

• 08/2010 → 07/2017
  Woodbury Financial Services, Inc
  Huntington Beach, CA
• 07/2017 → 06/2022
  World Equity Group
  Arlington Heights, IL
• 06/2022 → Present
  Kingswood Capital Partners, Llc
  Lake Forest, CA
• 06/2022 → Present
  Kingswood Wealth Advisors, Llc
  Lake Forest, CA

Previous Registrations

• 2020-05-22 → 2022-06-13
  World Equity Group, Inc.
  Irvine, CA
  Schaumburg, IL
  Irvine, CA
  Schaumburg, IL
• 2017-08-01 → 2021-01-21
  Wealth Teams Alliance
  Irvine, CA
• 2010-08-06 → 2017-07-17
  Woodbury Financial Services, Inc.
  Costa Mesa, CA
• 2004-06-07 → 2010-08-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Hills, CA
  Irvine, CA

Other Businesses

1) Derrick Faison Foundation - not investment related - 15520 Rockfield Blvd #G - non profit - president/founder - 6/2004 - 20 hours - 0 hours - focus on heart disease prevention, education, & youth support 2) Faison Wealth Strategy, Insurance Service - yes investment related - insurance services, planning - provide insurance, life, health, disability and lifestyle consulting services - owner - 7/2020 - 200 hours - 40 hours - Faison Wealth Strategy is the name & brand of my Investment & Brokerage Business. Faison insurance is a DBA of Faison Wealth Strategy and handles insurance 3) Farrs Best - not investment related - 5020 Klump Ave Ph 621 North Hollywood CA 91601 - CDC & 501C3 - board member, outreach - 1/2/2022 - 10 hours - 0 hours - attend weekly meeting to focus on growing families/community to bring together unity, empowerment, and generational wealth 4) Kingdom Awakening 2020 Magazine - not investment related - 25422 Trabuco Rd #105-324 Lake Forest CA 92630 - ministry - founder - 6/24/2020 - 1 hour - 0 hours - NGP focused on Kingdom building & unity 5) Faison Insurance Services,Is Not Investment Related,"26632 Towne Centre Drive, , Foothill Ranch, CA, 92610, United States",Insurance,,1/1/2020,1 hours per month,0 hours per month during trading hours,Salary Compensation,"Faison Insurance Services is 100% owned by my son, so I am no longer a partner. I may in the future start working on some outside Insurance with him. No need to keep this on as it is 100% his company." 6) Hearts Saved By Grace (name change - formerly Derrick Faison Foundation),Is Not Investment Related,"26632 Towne Centre Drive, , Foothill Ranch, CA, 92610, United States",Non-Profit,board member/volunteer,6/1/2004,2 hours per month,0 hours per month during trading hours,No Compensation Compensation,"Non-Profit, focus on heart disease, SCA and mentoring and education underprivileged youths"

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-28
• S63 Uniform Securities Agent State Law Examination
  1996-07-25

Other Names

• Regina Louisa Daly
• Regina Luisa Faison
• Renee Grace Faison