Gary Roy Alden
Investment adviser representative at Kingwood Investment Group
20 yearsExperience
1 stateRegistered in
$126.5MFirm assets
Under 1 yearFirm 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
Experience
20 years in the industry.
- Kingwood Investment Group, LLCMay 2024 to now
- Next Financial GroupNov 2006 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kingwood Investment Group
Legal name: Kingwood Investment Group, LLC
$126.5MAssets managed
244Clients
5Advisers
Under 1 yearIn 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
- 2515518
- Firm CRD
- 330330