Greensboro, NC Centreport Dr Office

Team
Updated today

Client AUM

$8,537,924,971

Clients

12,143

Advisors

2

Of 116 advisors across 71 offices

Location

101 Centreport Dr, Suite 140

Greensboro NC 27409

Advisors at this office

2

Advisors at this office

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Andrew T

Series 63, Series 66

Greensboro, NC

Kingsview Wealth Management, LLC

Andrew Taylor is a financial advisor at Kingsview Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he is a part-owner of Amplify This Music, where he contributes songwriting for special occasions. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management through advisor-led and model-based strategies, including internally sponsored ETFs and access to alternative investments.

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

Series 63, Series 65

Greensboro, NC

Kingsview Wealth Management, LLC

Richard Polson is a financial advisor at Kingsview Wealth Management, LLC with 24 years of industry experience. He has held roles at Kingsview Partners LLC since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the front man and vocalist for a cover band. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporations, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an in-house portfolio group. The firm integrates discretionary portfolio management with proprietary model strategies, ETFs, and external investment platforms to support client portfolios.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
View complete list of advisors at this office
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