Namhee Park
Investment adviser representative at Kingswood Wealth Advisors, LLC
13 yearsExperience
7 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
13 years in the industry.
- Kingswood Wealth Advisors, LLCOct 2021 to now
- Kingswood Capital Partners, LLCOct 2021 to now
- Mirae Asset Wealth Management (USA) Inc.Feb 2019 to Sep 2021
- MML Investors ServicesApr 2018 to Jan 2019
- Mass Mutual Life Insurance CompanyMar 2018 to Jan 2019
- Eagle Securities LLCFeb 2018 to Mar 2018
- Nylife Securities LLCJan 2017 to Mar 2018
- New York Life Insurance CoNov 2016 to Mar 2018
- HomemakerSep 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 7 states (CA, CO, MI, NV, NY, 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
- 6724895
- Firm CRD
- 288792