Cynthia A Pulver
Investment adviser representative at Kingswood Wealth Advisors, LLC
19 yearsExperience
8 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
19 years in the industry.
- Kingswood Wealth Advisors, LLCDec 2021 to now
- Kingswood Capital MarketsDec 2021 to now
- Senior Benefits Insurance ServicesJun 2012 to now
- Miller and WadeSep 2002 to now
- Benchmark Advisory ServicesDec 2021 to Dec 2021
- Benchmark InvestmentsDec 2021 to Dec 2021
- Kingswood Capital Partners, LLCDec 2021 to Dec 2021
- Kingswood Wealth Advisory, LLCDec 2021 to Dec 2021
- International Assets Advisory, LLCFeb 2019 to Nov 2021
- International Assets Investment Management, LLCFeb 2019 to Nov 2021
- Global View Capital Insurance, Ltd.Jan 2014 to Dec 2018
- Global View Capital Management, LtdJan 2014 to Dec 2018
- Purshe Kaplan Sterling InvestmentsJan 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 8 states (CA, FL, GA, ID, NC, NV, TX, UT).
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
- 2679744
- Firm CRD
- 288792