Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Fifield is a financial advisor at IP Financial Advisory Services LLC, a firm with headquarters in Charlotte, North Carolina. Kevin has been in the financial services industry since 1990. Kevin has a wide range of experience in the financial services industry and provides consulting services to qualified retirement plans, financial planning services and portfolio management for both individuals and businesses. Kevin's office is located in Byron Center, Michigan.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Recurring fees
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2
MI
09/26/2023 - Present
IP Financial Advisory Services LLC (Byron Center MI)
MI
11/28/2012 - 11/15/2021
SAGEPOINT FINANCIAL, INC. (BYRON CENTER MI)
MI
07/06/2007 - 11/12/2012
SECURITIES AMERICA, INC. (BYRON CENTER MI)
MI
06/20/2003 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (BYRON CENTER MI)
SC
02/01/2001 - 06/27/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
06/30/1998 - 02/09/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
01/19/1990 - 06/02/1998
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 05/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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