| Name | Title | Contact Details |
|---|---|---|
Robert Lyons |
VP, Mortgage Compliance | Profile |
William Sorrels |
Vice President Compliance Officer | Profile |
Loring Muir |
EVP - Chief Compliance Officer | Profile |
Kendra Cain |
Vice President of Iberia Financial Services, LLC - Compliance Officer | Profile |
Jaime Davis |
Vice President Compliance Officer | Profile |
Kingsview Partners is an independent wealth management and advisory firm based in the United States, founded in 2008. The firm operates as a fiduciary, focusing on personalized financial solutions for clients who value transparency and a client-first approach. By combining a customized advisory style with the resources of large custodial partners, Kingsview adapts strategies to meet individual client needs while ensuring operational integrity. The firm offers a range of services, including personalized wealth management, comprehensive financial planning, and asset management. Kingsview also provides private client services for those with complex financial needs, acting as a personal CFO. Additionally, it supports financial advisors seeking independence by offering compliance solutions, technology, and operational assistance. Kingsview Partners serves a diverse clientele, including both high-net-worth and non-high-net-worth individuals, as well as institutional investors. The firm emphasizes fiduciary responsibility and transparent advice, ensuring that client interests are always prioritized.
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