Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Glynn is a registered Investment Advisor Representative with Northwest Asset Management and has been in the financial services industry since 1991. Kevin holds a Series 7, Series 63 and Series 65. Kevin is registered to provide investment advice in Washington, Texas and Idaho. Prior to joining Northwest Asset Management, Kevin was affiliated with Summit Capital Management LLC, Merriman Wealth Management, LLC, The Investment Center, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., D.A. Davidson & Co., Invest Financial Corporation, Key Investments Inc., Liberty Securities Corporation, GAF Financial and Insurance Services, PAMCO Securities and Insurance Services, GNA Securities, Inc., Pacific First Securities, LTD., Pruco Securities Corporation, The Prudential Insurance Company of America, Century Investors of America, Inc., Thomas F. White & Co., Incorporated, and Michael C. Talley & Co., Inc. Kevin's areas of specializations include; Financial Planning, Retirement Planning, Education Planning, and Insurance.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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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WA
04/12/2018 - Present
Northwest Asset Management (LIBERTY LAKE WA)
WA
06/12/2009 - 10/04/2013
THE INVESTMENT CENTER, INC. (LIBERTY LAKE WA)
ID
06/01/2009 - 06/23/2009
MORGAN STANLEY SMITH BARNEY (COEUR D'ALENE ID)
ID
01/08/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COEUR D'ALENE ID)
ID
04/01/1996 - 01/22/2007
D.A. DAVIDSON & CO. (COEUR D' ALENE ID)
WI
05/22/1995 - 04/09/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
OH
11/13/1991 - 05/11/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
08/01/1991 - 11/06/1991
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/21/1991 - 09/04/1991
GAF FINANCIAL AND INSURANCE SERVICES
NA
05/22/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
VA
02/06/1991 - 05/21/1991
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
02/21/1990 - 02/07/1991
PACIFIC FIRST SECURITIES, LTD.
NJ
10/05/1988 - 10/30/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/05/1988 - 10/30/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
07/22/1988 - 08/23/1988
CENTURY INVESTORS OF AMERICA, INC.
NA
03/24/1986 - 10/02/1986
THOMAS F. WHITE & CO., INCORPORATED
NA
05/23/1985 - 04/01/1986
MICHAEL C. TALLEY & CO., INC.
IA
Issued 03/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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