Barry Waxler
Investment adviser representative at Kingswood Wealth Advisors, LLC
29 yearsExperience
12 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
29 years in the industry.
- Kingswood Capital Partners, LLCMay 2023 to now
- Kingswood Wealth Advisors, LLCJan 2022 to now
- Kingswood Wealth AdvisoryJan 2022 to now
- Benchmark Investments, LLCOct 2021 to now
- Benchmark Advisory Services, LLCOct 2021 to Jan 2022
- LPL Financial, LLCOct 2020 to Oct 2021
- Versus Capital Partners, LLCMay 2014 to Oct 2021
- Securities America, Inc.Apr 2014 to Oct 2020
- Universal Financial Consultants CorporationAug 1997 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 12 states (AL, AZ, CA, CT, FL, ID, IL, KS, LA, NC, NV, 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
- 2337255
- Firm CRD
- 288792