CP
Careena Patel
from Kingswood Wealth Advisors, LLC
Careena Patel is a financial advisor based in California, San Diego,
with 15 years of experience. Careena currently works for
Kingswood Wealth Advisors, LLC.
Careena maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
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Careena Patel works at Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $969,372,131 of assets under management and employs about 82 people. Kingswood Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
11440 W. Bernardo Ct., Suite 300, San Diego, California, 92127
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