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Devon Jacob McLain

Kingswood Wealth Advisors, LLC

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About Devon Jacob McLain

Devon McLain is a financial advisor at Kingswood Wealth Advisors, LLC, a registered investment advisor. Devon has a Series 66 license and works out of the Denver, Colorado office. Devon has been in the financial services industry since April 2024 and has been with Kingswood Wealth Advisors since August 2024. Devon specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Kingswood Wealth Advisors provides a variety of services, including financial planning, portfolio management, pension consulting, selection of other advisors, and hourly consulting.

Firm Information

Devon McLain 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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Devon McLain’s Registration & Firm History

CO

08/08/2024 - Present

Kingswood Wealth Advisors, LLC (Denver CO)

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Licenses & Designations

BOTH

Issued 08/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Devon Jacob McLain.
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