Myrtle Beach, SC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Kingsview Wealth Management, LLC
Multi-team
Firm-wide stats for Kingsview Wealth Management, LLC
About
Kingsview Wealth Management serves a broad mix of clients — individuals (including high‑net‑worth clients), retirement plans, trusts, foundations, and corporate entities — offering wealth management, financial planning, and asset management. Services are delivered through a network of Investment Adviser Representatives (IARs) and an internal portfolio group (Kingsview Investment Management, or KIM), and include retirement plan consulting, participant account management for held‑away assets, and access to third‑party managers and alternative investments.
The firm operates with two primary business units: IARs provide tailored, discretionary or non‑discretionary portfolio management across a wide range of securities (equities, fixed income, options, futures and margin) while KIM constructs and distributes model strategies used in separately managed accounts, ETFs and by outside advisers under model‑licensing arrangements. KWM also combines proprietary model portfolios (including tactical and income‑oriented strategies), ETF product management, and partnerships for tax/estate review and alternative‑asset sourcing to support client portfolios.
Noteworthy for an enterprise‑sized RIA, certain KWM personnel are registered representatives of unaffiliated broker‑dealers (for example, Foreside and The Leaders) and engage in selling the firm’s Monarch ETFs and variable insurance products while receiving transaction‑based compensation; KWM also serves as the investment adviser to those Monarch ETFs and manages similar SMA strategies side‑by‑side. The firm’s use of affiliated model products, broker‑dealer registered staff, commodity/futures access via associated persons, and third‑party alternative platforms are highlighted in its disclosures and are managed through written policies, disclosure and oversight.
Based on Kingsview Wealth Management, LLC
Expertise
Based on Kingsview Wealth Management, LLC
Location
2513 N Oak St, Suite 201
Myrtle Beach SC 29577
Advisors at this office
3
Advisors at this office
Erick F
Series 63, Series 65
Myrtle Beach, SC
Kingsview Wealth Management, LLC
Erick Ficken is a financial advisor at Kingsview Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves 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 and model-based strategies, including proprietary ETFs and access to alternative investments.
Randal N
Series 63, Series 65
Myrtle Beach, SC
Kingsview Wealth Management, LLC
Randal Nesmith is a financial advisor at Kingsview Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 a combination of advisor-led planning, in-house portfolio management, and access to a wide range of investment strategies and third-party managers.
Krista C
Series 66
Myrtle Beach, SC
Kingsview Wealth Management, LLC
Krista Corliss Taylor is a financial advisor at Kingsview Wealth Management, LLC with 30 years of industry experience. She holds a Series 66 designation and has worked at Kingsview since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Taylor is also a notary public in Myrtle Beach, SC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and 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 using a combination of advisor-led planning, model-based strategies, and access to a variety of investment instruments and third-party managers.
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