College Station, TX Office

Team
Updated today

Client AUM

$8,537,924,971

Clients

12,143

Advisors

2

Of 116 advisors across 71 offices

Location

1500 Earl Rudder Fwy S

College Station TX 77840

Advisors at this office

2

Advisors at this office

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Garrett K

Series 65

College Station, TX

Kingsview Wealth Management, LLC

Garrett Kennedy is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 65 credential and four years of industry experience. Prior to his current role, he worked at Rollo Insurance Group, Inc. as a life insurance specialist, assisting with policy quoting and client inquiries. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, model strategies, and access to alternative investments and third-party managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Benton L

Series 63, Series 65

College Station, TX

Kingsview Wealth Management, LLC

Benton Lacy is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC and Kingsview Wealth Management LLC since 2021, as well as Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2012 to 2021. Lacy also operates a separate business under the name ROLLO WEALTH MANAGEMENT. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including internally sponsored ETFs and access to third-party managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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