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Bruce George Mclaren

Kingswood Wealth Advisors, LLC
10 Years of Experience
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Kingswood Wealth Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
9,250 clients
Average Client Portfolio
$267K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$100K

Location

Sugar Hill, NH

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Mascoma Wealth Management
July 2015 - October 2018 · 3 yrs 3 mos
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.