Renee Grace Faison
Investment adviser representative at Kingswood Wealth Advisors, LLC
16 yearsExperience
5 statesRegistered in
$3.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Kingswood Wealth Advisors, LLCJun 2022 to now
- Kingswood Capital Partners, LLCJun 2022 to now
- World Equity GroupJul 2017 to Jun 2022
- Woodbury Financial Services, IncAug 2010 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, GA, IL, TX).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2197915
- Firm CRD
- 288792