Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lattimore is a financial advisor with Truist Advisory Services, Inc. Kevin has been in the financial industry since 2008 and has a wide range of experience in providing financial advice to individual and corporate clients. Kevin is a Registered Representative and Investment Advisor Representative. Kevin has experience working with clients in various industries including banking, insurance, and financial services. Kevin is committed to providing his clients with personalized financial advice and services that meet their specific needs.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
05/25/2017 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
07/09/2014 - 02/16/2016
WELLS FARGO ADVISORS, LLC (SALISBURY NC)
NC
06/06/2013 - 06/12/2014
SUNTRUST INVESTMENT SERVICES, INC. (SALISBURY NC)
NC
06/04/2008 - 04/09/2013
WELLS FARGO ADVISORS, LLC (SALISBURY NC)
BOTH
Issued 09/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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