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Blake Ryan Fowler

Kingswood Wealth Advisors, LLC
9 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
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

11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2021
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Blake is a city councilman, owner of Fowler and Sons Investments LLC (rental property), owner/advisor at Fowler Financial Group LLC, and a Chamber of Commerce board member. He also works as an insurance agent selling life insurance, disability, and fixed annuities, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
June 2023 - Present · 2 yrs 8 mos
Kingswood Wealth Advisors, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Sb Advisory, LLC
May 2022 - June 2023 · 1 yr 1 mo
San Blas Securities LLCBroker
June 2021 - June 2023 · 2 yrs
Nylife Securities LLCBroker
September 2016 - June 2021 · 4 yrs 9 mos
Mwa Financial Services INC.Broker
May 2016 - September 2016 · 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.