Christopher Doyle
Advisor at Kingswood Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Kingswood Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Onancock, VA
Credentials
Series 63
Industry experience
38 years
Christopher Doyle is a financial advisor at Kingswood Wealth Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has worked at Kingswood Capital Partners, Benchmark Investments, Benchmark Advisory Services, and Securities America. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to clients' goals and risk tolerance while providing portfolio management, third-party manager oversight, and consulting services.
Based on Kingswood Wealth Advisors, LLC
Based on Kingswood Wealth Advisors, LLC
Flat fees negotiated for administrative or consultation services, typically $100 to $3,000
up to 2.5% annually (negotiable, varies by client and advisor)
Certain financial advisors may receive commissions on sale of securities or insurance products separately from advisory fees
Hourly fees up to $300/hour for financial consulting services
Account minimum: $100,000 Minimum fee: $20 quarterly fee for accounts below $100,000 Fee-only: Flat fees typically range from $100 to $3,000 for financial consultation services; hourly rates up to $300/hour; institutional consulting fees range from $10,000 to $100,000 per project or annually
Onancock, VA
Massachusetts · Ohio · Virginia
Kingswood Capital Partners, LLC
2023 - Present (3 years)
Kingswood Wealth Advisors LLC
2022 - Present (4 years)
Benchmark Investments Inc
2019 - Present (7 years)
Benchmark Advisory Services LLC
2019 - 2022 (3 years)
Securities America Inc
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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