Resources
Stay tuned for recent press releases, Kingsview in the news, and relevant practice management resources.
Kingsview Partners Welcomes Broadway Financial
Kingsview Partners is pleased to announce that that Broadway Financial, a New York-based RIA, has merged with the firm effective August 20, 2021....
Kingsview Partners Appears on the Inc. 5000 for the Fourth Consecutive Year
Firm Ranks No. 1869, With A Three-Year Revenue Growth of 241%. Inc. magazine today revealed that Kingsview Partners is number 1869 on its annual...
Kingsview Partners Welcomes Misty House as Chief Operations Officer
Kingsview Partners is pleased to welcome Misty House as our new Chief Operations Officer. As the COO, Misty’s chief mandate is to ensure the...
Kingsview Partners Welcomes Tim Lux, Financial Planning Specialist
Kingsview Partners is pleased to welcome Tim Lux as our new Financial Planning Specialist. His primary role is to provide planning support and...
Kingsview Partners Welcomes Richard Holmes, VP of Advisor Strategy
Kingsview Partners is pleased to welcome Richard Holmes as the new Vice President of Advisor Strategy with Kingsview Investment Management. His...
Kingsview Chief Technical Analyst Buff Dormeier Named Finalist for Technical Analyst of the Year
Prestigious Technical Analyst Awards Recognize Outstanding Financial Research (Following closely on the heels of a recent SMArtX Advisory Solutions...
Wells Fargo Advisor Team Joins Kingsview in Wyomissing, PA and Miramar Beach, FL
Wells Fargo Advisor Team Joins Kingsview in Wyomissing, PA and Miramar Beach, FL Opening two new offices in Wyomissing, Pennsylvania and...
Kingsview Investment Management’s Blue Chips Elite wins the ‘2021 Best Risk-Adjusted Returns – Equities’ Award
SMArtX Advisory Solutions (“SMArtX”) is a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset...
Wells Fargo Advisor Joins Kingsview Partners in Evans, Georgia
Wells Fargo Advisor Joins Kingsview Partners in Evans, Georgia Opening their newest office in Evans, Georgia, Kingsview is excited to welcome...
Wells Fargo Advisor Joins Kingsview Partners Office in Myrtle Beach, SC
Wells Fargo Advisor Joins Kingsview Partners Office in Myrtle Beach, SC Kingsview is excited to welcome their newest Partner and Wealth Manager...