Unclaimed
Kevin Clayton Wrigley is a financial advisor registered with Vanguard Advisers, Inc. Kevin Wrigley has been in the financial services industry since October 3, 2011. Kevin Wrigley is registered to provide investment advisory services in Arizona and Texas. Kevin Wrigley has passed the Series 63, Series 7, and SIE exams. Kevin Wrigley holds the Certified Financial Planner designation. Kevin Wrigley is also an employee of the Vanguard Group, Inc.
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.
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
AZ
03/20/2017 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
CA
09/24/2011 - 03/09/2017
AXA ADVISORS, LLC (CARLSBAD CA)
BC
Issued 11/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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