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Joshua E Saunders

Kingsview Wealth Management, LLC

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About Joshua E Saunders

Joshua Saunders is a registered investment advisor representative with Kingsview Wealth Management, LLC, located in Maryville, Tennessee. Joshua Saunders has been active in the investment industry for over a decade. Joshua Saunders is licensed to provide financial advice in California. Joshua Saunders has a background in the U.S. Navy, serving as a Naval Aviator, and also has experience in insurance sales. Joshua Saunders specializes in providing financial planning, portfolio management for individuals, businesses and investment companies, and selection of other advisors.

Firm Information

Joshua Saunders 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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Joshua Saunders’s Registration & Firm History

TN

07/18/2014 - Present

Kingsview Wealth Management, LLC (Maryville TN)

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Licenses & Designations

IA

Issued 09/04/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/2009

Series 30 - NFA Branch Manager Examination

BC

Issued 09/28/2009

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua E Saunders.
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