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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you K? Claim Your ProfileK Evan Kennedy is a financial advisor in the Denver area. K Evan is a Registered Representative with Mercer Global Advisors Inc., and has been in the industry since 2002. K Evan has experience with providing portfolio management services, financial planning, and estate planning. K Evan holds the Series 6, 7, 63 and 66 licenses, and is also a Certified Financial Planner. Prior to joining Mercer Global Advisors Inc., K Evan was a Registered Representative at Royal Alliance Associates, Inc. K Evan has worked for several other firms over the years, including Signator Investors, Inc., EF Legacy Securities, LLC, Sanders Morris Harris LLC, Profunds Distributors, Inc., MML Investors Services, Inc., and World Group Securities, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
11/01/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
VA
11/02/2018 - 09/07/2022
ROYAL ALLIANCE ASSOCIATES, INC. (TYSONS CORNER VA)
VA
10/19/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (TYSONS CORNER VA)
VA
04/22/2016 - 10/16/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
04/13/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
MD
05/18/2005 - 04/13/2015
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
MA
06/02/2003 - 10/29/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
GA
10/18/2002 - 06/13/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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