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Gregory Andrew Lemon

Kingswood Wealth Advisors, LLC

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About Gregory Andrew Lemon

Gregory Andrew Lemon is an investment advisor representative with Kingswood Wealth Advisors, LLC. Gregory has been in the industry since March 2018. Gregory holds Series 63, 65 and SIE licenses and Series 7 certification. Gregory is registered in Tennessee. Gregory previously worked at Ameriprise Financial Services, Inc. in Columbia, Tennessee and at Ameriprise Financial Services, LLC in Columbia, Tennessee. Gregory is also part owner of Acer Landscape Services, LLC, a privately held commercial landscaping company in Nashville, TN.

Firm Information

Gregory Lemon 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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Gregory Lemon’s Registration & Firm History

TN

01/01/2025 - Present

Kingswood Wealth Advisors, LLC (Franklin TN)

TN

03/03/2018 - 12/17/2018

AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA TN)

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Licenses & Designations

BC

Issued 10/03/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/21/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Andrew Lemon.
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