Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Adkins is a financial advisor with over 30 years of experience in the financial services industry. Kevin is currently registered as an Investment Advisor Representative with Level Four Advisory Services. Kevin has a strong background in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kevin has held various roles in the financial services industry, including positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pan-American Financial Advisers. Kevin Adkins is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
12/21/2021 - Present
Level Four Advisory Services (DALLAS TX)
LA
04/16/2002 - 04/16/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
NY
02/12/1991 - 04/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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