GK
CFP
GK
CFP

George Kingston

43 Years of Experience
Reno, NV

George Kingston is a CFP-designated registered investment advisor at Kingston Financial Services, based in Reno, NV, with 43 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

George owns B Sharp Enterprise, where he writes and sells non-investment related books. This activity takes minimal time.

Employment History
Current Registrations
Kingston Financial Services
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
LPL Financial LLC
December 1997 - September 2022 · 24 yrs 9 mos
LPL Financial LLCBroker
April 1989 - September 2022 · 33 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1983 - April 1989 · 6 yrs
The Equitable Life Assurance Society of the United StatesBroker
January 1983 - June 1983 · 5 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.