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David A Morris

Kingswood Wealth Advisors, LLC

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About David A Morris

David Morris is a financial advisor at Kingswood Wealth Advisors, LLC. David has been in the financial services industry since July 2014, and is registered with the state of Kentucky, as well as other states. David has experience providing financial planning and portfolio management services to individuals and businesses. David also holds insurance licenses and provides insurance services to clients. David is committed to helping clients achieve their financial goals.

Firm Information

David Morris 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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David Morris’s Registration & Firm History

KY

05/25/2023 - Present

Kingswood Wealth Advisors, LLC (Danville KY)

KY

07/22/2014 - 05/10/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (Campbellsville KY)

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Licenses & Designations

IA

Issued 07/07/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David A Morris. Review regulatory record here.
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