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Christopher Thomas Doyle

Advisor at Kingswood Wealth Advisors, LLC — Suffolk, VA

Updated today

Credentials

Series 63

Experience

39 years

Location

Suffolk, VA

Kingswood Wealth Advisors, LLC logo

Kingswood Wealth Advisors, LLC

Multi-team

Total advisors

122

Across 65 offices

Clients per advisor

92 High

Avg AUM per client

$326,893 Low

HNW client ratio

20% Typical

About

Christopher Doyle is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Kingswood Capital Partners, LLC, Benchmark Investments Inc, Benchmark Advisory Services LLC, and Securities America Inc. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment approaches and integrates insurance-linked account management with affiliated financial entities.

Client services

Based on Kingswood Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Hourly consulting

Expertise

Based on Kingswood Wealth Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management

Occupation focus

Based on Kingswood Wealth Advisors, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees ranging from $100 to $3,000 for financial consultation services; flat fee arrangements for administrative services

Percentage

$0+: Up to 2.5% annually (negotiable; fees differ per client; can be tiered or blended) $0+: Up to 1.50% annually for ERISA Plan advisory fees (negotiable and may be tiered or flat) $0+: 1% to 2.5% annually for third-party managers (negotiable) $0+: Up to 2.5% annually max total fees including sub-advisors

Project-based

Up to $300 per hour for financial consulting services

Other

Account minimum: $100,000 Fee-only: Flat fees ranging from $100 to $3,000 for financial consultation services; hourly fees up to $300/hour; fixed fees quoted based on scope

Location

See office

Suffolk, VA

Suffolk VA

Advisors at this office

1

Most active in

Massachusetts · Ohio · Virginia

Work history

39 years of industry experience

Kingswood Capital Partners, LLC

2023 - Present • 3 years

San Diego, CA

Kingswood Wealth Advisors LLC

2022 - Present • 4 years

Onancock, VA

Benchmark Investments Inc

2019 - 2023 • 4 years

New York, NY

Benchmark Advisory Services LLC

2019 - 2022 • 3 years

Onancock, VA

Securities America Inc

2015 - 2019 • 4 years

Norfolk, VA

Next Financial Group, Inc.

2014 - 2015 • 1 year

LPL Financial

2010 - 2014 • 4 years

Merrill

2004 - 2010 • 6 years

Norfolk, VA

Wells Fargo Clearing

2002 - 2004 • 2 years

Norfolk, VA

Wachovia Securities, Inc.

1997 - 2002 • 5 years

Virginia Beach, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Arie K

CFP®, Series 63, Series 65

Suffolk, VA

Korving & Company LLC

Arie Korving is a CFP® with over 31 years of experience in the financial industry. He is currently a principal at Courage Korving Miller Partners, LLC, where he has worked since 2022, and previously operated Korving & Company LLC since 2010. Courage Korving Miller Partners, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of investment strategies and analytical methods, and offers ongoing monitoring and reporting while generally recommending Schwab or Fidelity as custodians.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting
user avatar

Ella B

Series 66

Suffolk, VA

Korving & Company LLC

Ella Bourne is a financial advisor with Courage Korving Miller Partners, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm tailors portfolios using a range of investment strategies and typically recommends Schwab or Fidelity as custodians while offering ongoing monitoring and reporting.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting
user avatar

Roy R

Series 65

Suffolk, VA

River Crescent Advisors, LLC

Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
user avatar

Stephen K

CFP®, Series 66

Suffolk, VA

Korving & Company LLC

Stephen Korving is a CFP® with 21 years of industry experience and currently a principal at Courage Korving Miller Partners, LLC. He has been with Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of analytical methods and strategies, and offers ongoing monitoring and reporting while typically recommending Schwab or Fidelity as custodians.

Retirement income strategy Income planning Tax-loss harvesting Cash flow / budgeting
user avatar

Tyler D

CFP®, Series 65

Suffolk, VA

River Crescent Advisors, LLC

Tyler Dunn is a CFP® with three years of industry experience, currently advising at River Crescent Advisors, LLC. His prior experience includes roles at PBMares Wealth Management, The Citadel, Acap SME, LLC, and Randolph-Macon College. Outside of his advisory work, he serves as a pitching coach for the Randolph-Macon baseball team. River Crescent Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental analysis-based investment approach focused on long-term strategies while allowing for shorter-term adjustments, and it offers a wrap fee program that consolidates transaction costs into a single advisory fee.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Carter M

Series 63, Series 65

Suffolk, VA

MissionSquare Retirement

Carter Moss is a financial advisor with MissionSquare Retirement in Suffolk, VA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and Fund Advice developed in partnership with Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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