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Joe William Faulk

Kingsview Wealth Management, LLC

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About Joe William Faulk

Joe William Faulk is a Registered Representative associated with Kingsview Wealth Management, LLC. Joe William Faulk has been in the industry since 2007. Joe William Faulk is currently registered with the state of Florida, and has been licensed since 2019. Joe William Faulk is also registered with the state of Oregon, and has been licensed since 2019. Joe William Faulk has passed the SIE, Series 7 and Series 66 examinations. Prior to working for Kingsview Wealth Management, LLC, Joe William Faulk was employed with Edward Jones, Genworth Financial Securities Corporation and LPL Financial LLC. The firm has a main office in Grants Pass, Oregon. Joe William Faulk’s firm has been in business since 2019.

Firm Information

Joe Faulk 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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Joe Faulk’s Registration & Firm History

FL

08/08/2019 - Present

Kingsview Wealth Management, LLC (Crestview FL)

FL

07/20/2012 - 07/12/2019

EDWARD JONES (CRESTVIEW FL)

FL

11/04/2011 - 07/25/2012

GENWORTH FINANCIAL SECURITIES CORPORATION (CRESTVIEW FL)

FL

06/26/2009 - 11/29/2011

LPL FINANCIAL LLC (CRESTVIEW FL)

FL

11/15/2007 - 06/29/2009

EDWARD JONES (DEFUNIAK SPRINGS FL)

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Licenses & Designations

BOTH

Issued 11/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joe William Faulk. Review regulatory record here.
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