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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Charles Spafford is a financial advisor who has been in the industry since 1998. Kevin is currently registered with Allworth Financial, LP, a firm that specializes in financial planning, portfolio management, and pension consulting. Kevin is also registered with Ryan Wealth Management. Kevin has a strong track record of success and has been recognized as a Certified Financial Planner and Chartered Financial Consultant. Kevin has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kevin can help you with a range of financial planning needs, including retirement planning, investment management, and estate planning.
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.
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2
CA
12/09/2024 - Present
Allworth Financial, LP (FOLSOM CA)
CA
08/13/2014 - 01/25/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (Chico CA)
CA
02/23/2009 - 01/28/2010
PROEQUITIES, INC. (CHICO CA)
CA
01/12/2007 - 02/12/2009
LPL FINANCIAL CORPORATION (CHICO CA)
CA
10/13/2005 - 01/18/2007
MML INVESTORS SERVICES, INC. (CHICO CA)
IL
06/03/1998 - 11/04/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 08/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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