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Blake Ryan Fowler

Kingswood Wealth Advisors, LLC

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About Blake Ryan Fowler

Blake Fowler is a financial advisor at Kingswood Wealth Advisors, LLC, based in San Diego, CA. Blake has been in the financial industry since 2016 and has a strong background in providing comprehensive financial advice. Blake is also a licensed insurance broker, offering clients access to a wide range of insurance products and services.

Firm Information

Blake Fowler is currently registered with Kingswood Wealth Advisors, LLC. Kingswood Wealth Advisors, LLC is a registered investment advisor based in San Diego, California. The firm provides financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, corporations, and institutions. They manage approximately $1 billion in assets and have over 70 investment advisor representatives.
Kingswood Wealth Advisors, LLC

11440 W. BERNARDO COURT

SAN DIEGO, CA 92127

$1.04B

Assets Under Management

Not reported

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Blake Fowler’s Registration & Firm History

CA

06/26/2023 - Present

Kingswood Wealth Advisors, LLC (SAN DIEGO CA)

GA

06/02/2021 - 06/16/2023

SAN BLAS SECURITIES LLC (ATLANTA GA)

TX

09/28/2016 - 06/25/2021

NYLIFE SECURITIES LLC (CANTON TX)

TX

05/11/2016 - 09/02/2016

MWA FINANCIAL SERVICES INC. (Canton TX)

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Licenses & Designations

BOTH

Issued 03/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Blake Ryan Fowler. Review regulatory record here.
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