Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylyn? Claim Your ProfileKaylyn Nicole Adams is a financial advisor at Evensky & Katz/foldes Wealth Management. Kaylyn is a CERTIFIED FINANCIAL PLANNER™ professional, and has been in the financial industry for over 5 years. Kaylyn specializes in providing financial planning and portfolio management for individuals and families. Kaylyn has an extensive background in the financial industry, having worked in various capacities at Evensky & Katz/foldes Wealth Management and other firms. Kaylyn holds Series 66 licenses and is registered with the state of Florida and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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TX
08/05/2019 - Present
Evensky & Katz/foldes Wealth Management (Lubbock TX)
Active
Inactive
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