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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Langston is an investment advisor representative with Kingswood Wealth Advisors, LLC in San Diego, California. John has been in the industry since 2004 and has worked with a variety of firms, including Niagara International Capital Limited, Merriman Capital, Inc. and Avalon Wealth Management LLC. John has a diverse background in investment banking, financial planning, and portfolio management. John holds the Series 6, 7, 24, 63, 66, 79, and SIE licenses. John is a highly experienced investment advisor who provides financial advice to individuals, businesses, corporations and insurance companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
11/30/2018 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
TX
08/24/2016 - 11/30/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (Houston TX)
NY
03/15/2016 - 08/15/2016
MERRIMAN CAPITAL, INC. (NEW YORK NY)
TX
09/05/2013 - 09/25/2015
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
NY
01/20/2012 - 07/17/2013
HASTINGS CAPITAL GROUP, LLC (NEW YORK NY)
TX
08/19/2009 - 01/20/2012
SALIENT CAPITAL L.P. (HOUSTON TX)
FL
07/04/2007 - 08/11/2009
CNL SECURITIES CORP. (ORLANDO FL)
WI
10/21/1997 - 05/09/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/21/1997 - 03/22/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 05/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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