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Eric Shawn Smith

Kingsview Wealth Management, LLC

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About Eric Shawn Smith

Eric Smith is a financial advisor with over 10 years of experience. He has a background in financial planning and investment management. Eric has worked at Edward Jones and now works at Kingsview Wealth Management, LLC, a firm focused on serving high-net-worth individuals and institutions. Eric holds the Series 66 and Series 7 licenses as well as the Securities Industry Essentials Examination (SIE). He is a Certified Financial Planner and is currently registered in Pennsylvania.

Firm Information

Eric Smith is currently registered with Kingsview Wealth Management, LLC. Kingsview Wealth Management, LLC is an investment advisor headquartered in Grants Pass, OR. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans. The firm has 80 licensed agents and 85 investment advisor representatives and manages over $4.84 billion in regulatory assets under management. They also offer other advisory services such as selection of other advisors and portfolio management for businesses.
Kingsview Wealth Management, LLC

509 SE 7TH STREET

GRANTS PASS, OR 97526

$4.85B

Assets Under Management

Not reported

Total Clients

92

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Eric Smith’s Registration & Firm History

OR

07/12/2018 - Present

Kingsview Wealth Management, LLC (GRANTS PASS OR)

PA

03/17/2008 - 07/15/2018

EDWARD JONES (WEST CHESTER PA)

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Licenses & Designations

BOTH

Issued 03/27/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Shawn Smith.
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