Christopher Haddad is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Temecula, CA, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.
Fee Estimator
Location
41593 Winchester Rd, Ste 200, Temecula, CA, 92590
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Christopher is an independent contractor for TC Financial since 2020, dedicating minimal time to this role as an IAR. This activity is not investment-related.
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Chalice Capital Partners, LLCBroker
T. Rowe Price Investment Services, INC.Broker
MML Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Comerica SecuritiesBroker
Comerica Securities
Morgan Stanley Dw INC.Broker
Morgan Stanley
Enable Capital, LLCBroker
Morgan Stanley Dw INC.Broker
Signator Investors, INC.Broker
State Registrations5 states
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
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