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Ralph B
CFP®, Series 66
Braselton, GA
Kingsview Wealth Management, LLC
Ralph Brooks Jr. is a CFP® professional with 16 years of experience in the financial services industry. He currently serves at Kingsview Wealth Management, LLC and previously spent 15 years with Edward Jones. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management services utilizing a blend of in-house strategies, third-party managers, and alternative investments.
Aaron D
Series 63, Series 66
Braselton, GA
Kingsview Wealth Management, LLC
Aaron Das is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2020 before joining Kingsview Partners in 2020. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals—including high-net-worth clients—retirement plans, registered investment companies, endowments, trusts, and state or municipal entities. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.
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