LPL Financial
47yrs
Top advisor by experience in San Diego
2yrs
Ramiro Herrera
Financial advisor at Kingswood Wealth Advisors
Based in San Diego, California, Ramiro Herrera is a fiduciary financial advisor with 2 years of industry experience. Ramiro joined Kingswood Wealth Advisors in 2025, after a year at LPL Financial. Kingswood Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office11440 W. Bernardo Court Suite 300, San Diego, CA 92127
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$326,893
Advisors at the firm121
States licensed ?1 state
Services through Kingswood Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowKingswood Wealth Advisors, LLCCurrent firm
- Jun 2024 – Jan 2025LPL Financial LLCPreviously
Contact Ramiro
(800) 535-6981Kingswood Wealth Advisors main office 11440 W. Bernardo Court Suite 300San Diego, CA 92127Office · Get directions Firm websitewww.kingswoodus.com
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Questions to ask Ramiro
Tailored to Ramiro’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ramiro
How do I contact Ramiro?
Call Kingswood Wealth Advisors at (800) 535-6981 and ask for Ramiro Herrera. Ramiro works from the San Diego, CA office.
How long has Ramiro been a financial advisor?
Ramiro has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Ramiro hold?
Series 66. Tap any license on this page to see what it allows.
Is Ramiro a fiduciary?
Ramiro is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ramiro paid?
Kingswood Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ramiro for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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