Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Conry Roche is an investment advisor representative who has been in the industry for over 20 years. Kevin is currently registered with LEO Wealth, LLC. Kevin also has experience working with several other firms, including NAVAID Financial Services, Inc., Kildare Capital, Vanguard Capital, LinSCO/Private Ledger Corp., C.P. Baker & Company, LTD., Fidelity Brokerage Services, Inc., and Fidelity Investments Institutional Services Company, Inc. Kevin has a strong track record of success in the financial services industry and is committed to providing clients with personalized advice and strategies to help them achieve their financial goals. Kevin is also a professor at Drexel University. Kevin is dedicated to giving back to the community. Kevin is also a Commissioner and Deputy Mayor for the Borough of Haddonfield, NJ.
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.
Financial planning fees
1
2
TX
10/04/2023 - Present
LEO Wealth, LLC (HURST TX)
NJ
02/27/2008 - 12/01/2011
NAVAID FINANCIAL SERVICES, INC. (HADDONFIELD NJ)
PA
04/04/2006 - 10/08/2007
KILDARE CAPITAL (PHILADELPHIA PA)
CA
03/23/2004 - 07/11/2005
VANGUARD CAPITAL (DEL MAR CA)
SC
07/06/2000 - 08/16/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
01/13/2000 - 05/25/2000
C.P. BAKER & COMPANY, LTD. (BOSTON MA)
RI
06/17/1998 - 09/16/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
08/16/1995 - 06/17/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 09/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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