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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conrad? Claim Your ProfileConrad Kenneth Branson is a financial advisor with Kingswood Wealth Advisors, LLC. Conrad has been in the financial services industry since 1997. Conrad has been registered with the Securities and Exchange Commission since 2002, and is currently licensed to offer investment advice in 12 states. Conrad is a graduate of the University of California, Berkeley, and holds the Series 7, Series 63, and Series 65 licenses. Conrad specializes in portfolio management for individuals and businesses, and provides financial planning, pension consulting, and selection of other advisors. Conrad is committed to providing his clients with personalized service and a comprehensive approach to wealth management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/02/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
CA
06/21/2022 - 09/23/2022
KINGSWOOD CAPITAL PARTNERS, LLC (SAN DIEGO CA)
CA
05/10/2013 - 06/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILL VALLEY CA)
CA
06/01/2009 - 06/07/2013
MORGAN STANLEY (SAN RAFAEL CA)
CA
02/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN RAFAEL CA)
CA
05/29/2007 - 03/03/2008
CITIGROUP GLOBAL MARKETS INC. (MILL VALLEY CA)
CA
09/30/1997 - 05/29/2007
CITICORP INVESTMENT SERVICES (MILL VALLEY CA)
IA
Issued 05/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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