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Adnan Hamid Hussain

Kingswood Wealth Advisors, LLC
35 Years of Experience
1 DisclosureBroker
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Kingswood Wealth Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
9,250 clients
Average Client Portfolio
$267K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$100K

Location

8050 N Palm Ave, Ste 300, Fresno, CA, 93711

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1999
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
July 2025 - Present · 7 mos
Kingswood Capital Partners, LLCBroker
July 2025 - Present · 7 mos
Previous Registrations
Cetera Investment Advisers LLC
August 2020 - July 2025 · 4 yrs 11 mos
Cetera Financial Specialists LLCBroker
August 2020 - July 2025 · 4 yrs 11 mos
LPL Financial LLCBroker
January 2009 - September 2020 · 11 yrs 8 mos
LPL Financial LLC
January 2009 - September 2020 · 11 yrs 8 mos
Raymond James Financial Services
October 2002 - January 2009 · 6 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 1999 - January 2009 · 10 yrs
Robert Thomas Securities, INCBroker
November 1997 - January 1999 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
February 1995 - December 1997 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1991 - March 1995 · 3 yrs 10 mos
Pruco Securities CorporationBroker
February 1990 - March 1991 · 1 yr 1 mo
The Prudential Insurance Company of AmericaBroker
February 1990 - March 1991 · 1 yr 1 mo
State Registrations5 states
CAIDNVNYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.