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.
Firm
Kingswood Wealth Advisors, LLC
Location
Danville, KY 40422
Credentials
Series 63, Series 65
Industry experience
11 years
David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc., United Financial Services, and TRANSAMERICA Agency Network. In addition to his advisory work, he is involved in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing portfolio management, ERISA plan consulting, and oversight of third-party managers.
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
448 W. Main St, Ste 200
Danville, KY 40422
Georgia · Indiana · Kentucky · Mississippi · North Carolina · Ohio · South Carolina · Texas · Virginia
Kingswood Wealth Advisors, LLC
2023 - Present (3 years)
Kingswood Capital Partners, LLC
2023 - Present (3 years)
Transamerica Financial Advisors, Inc
2014 - 2023 (9 years)
United Financial Services
2013 - 2023 (10 years)
TRANSAMERICA Agency Network
2013 - 2023 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
Danville, KY
Resurgent Advisors
Series 66
Harrodsburg, KY
FWG Investments, LLC
Series 63
Danville, KY
Benjamin F. Edwards & Company, Inc.
Series 66
Harrodsburg, KY
LPL Financial
ChFC®, Series 66
Harrodsburg, KY
Raymond James Financial
CFP®, Series 66
Danville, KY
Cetera
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