Lisa P Rosenberg
Investment adviser representative at Kingsview Wealth Management, LLC
26 yearsExperience
1 stateRegistered in
$9BFirm assets
12 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
Experience
26 years in the industry.
- Kingsview Wealth Management, LLCApr 2024 to now
- Kingsview Partners LLCApr 2024 to now
- Edward JonesJul 2022 to Apr 2024
- Elon UniversityAug 2021 to Sep 2022
- University of North Carolina At Greensboro (uncg)Aug 2020 to May 2021
- UnemployedJun 2019 to Aug 2020
- Elon UniversityAug 2000 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Kingsview Wealth Management, LLC
$9BAssets managed
12,309Clients
115Advisers
12 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
- 7588659
- Firm CRD
- 148107