Joshua E Saunders

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2000 → Present
  U.S. Navy
  Anywhere, CA
• 07/2014 → Present
  Kingsview Wealth Management Llc
  Maryville, TN
• 07/2014 → Present
  Kingsview Partners Llc
  Grants Pass, OR

Previous Registrations

• 2013-01-02 → 2013-09-20
  Great Pacific Wealth Management
  Roseville, CA
• 2009-01-05 → 2012-11-09
  Sky Blue Equity Advisors, Llc
  Corpus Christi, TX

Other Businesses

U.S. NAVY -NOT INVESTMENT RELATED -MILITARY NAVAL AVIATOR - 06/2000 -40 HOURS A WEEK, OF WHICH 4 HOURS ARE DURING TRADING HOURS. PILOT FOR NAVY. INDEPENDENT INSURANCE AGENT - NOT INVESTMENT RELATED - SAME ADDRESS AS KINGSVIEW - LIFE INSURANCE - 01/2010 - 5 HOURS A WEEK - INSURANCE SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-04