Christopher S Brown

14 Years of Experience

1 DisclosureBroker

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

11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127

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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

March 2016

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Christopher is a managing partner/president at Lifetrust Property Group, a real estate company, and manages investment in rental property, dedicating minimal time. He also serves as an expert witness, spending a few hours per week.

Employment History

Current Registrations

Kingswood Capital Partners, LLCBroker

April 2024 - Present · 1 yr 10 mos

Kingswood Wealth Advisors, LLC

April 2024 - Present · 1 yr 10 mos

Wells Fargo Advisors, LLCBroker

December 2010 - October 2016 · 5 yrs 10 mos

State Registrations22 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.