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Randal Baker Nesmith

Kingsview Wealth Management, LLC

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About Randal Baker Nesmith

Randal Baker Nesmith is a financial advisor who has been in the industry for over two decades. Randal is currently registered with Kingsview Wealth Management, LLC and has a Series 7, Series 31, and Series 63 license. Randal has previous experience with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.

Firm Information

Randal Nesmith 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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Randal Nesmith’s Registration & Firm History

SC

12/14/2020 - Present

Kingsview Wealth Management, LLC (Myrtle Beach SC)

SC

01/01/2008 - 12/08/2020

WELLS FARGO CLEARING SERVICES, LLC (MYRTLE BEACH SC)

SC

07/27/1999 - 01/03/2008

A. G. EDWARDS & SONS, INC. (MYRTLE BEACH SC)

NC

02/11/1993 - 08/23/1999

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/05/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 02/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Randal Baker Nesmith. Review regulatory record here.
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