A complete list of active advisors currently associated with Kingston Financial Services
Warmer can help you find a great advisor at Kingston Financial Services or one who fits your needs even better.
Kingston Financial Services provides financial planning and investment advice to a range of clients including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm advises on a broad set of instruments — equities, corporate and municipal debt, government securities, options, certificates of deposit and limited partnerships — and tailors services to each client’s specific needs. The firm’s analysis draws on fundamental, technical and cyclical methods and uses public research, corporate filings and rating services as primary information sources. Investment strategies described in the brochure include long‑term and short‑term purchases, margin transactions and option writing, and the firm does not exercise investment discretion; clients retain implementation authority and receive periodic reports on assets under advisement. Noteworthy distinctions include the principal’s role as a licensed insurance agent who may recommend insurance products and receive commissions (the brochure discloses insurance activities account for roughly 10% of firm activity) and the firm’s practice of charging hourly planning fees in addition to asset‑based advisory fees. The brochure further states the firm does not custody client securities, does not participate in wrap fee programs, and does not accept performance‑based fees.
To learn more about the advisors currently working at Kingston Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Reno, NV
| 43
|
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