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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 D Millard is a financial advisor with Stratos Wealth Advisors LLC. Kevin has over 10 years of experience in the financial services industry. Kevin holds the Series 66, Series 7 and SIE licenses. Kevin is a Certified Financial Planner™. Kevin has worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MORGAN STANLEY SMITH BARNEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and AXA ADVISORS, LLC. Kevin specializes in working with high net worth individuals, corporations or other businesses, individuals other than high net worth, charitable organizations and pension and profit sharing plans.
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.
Percentage of assets under management with third party managers
1
2
PA
03/29/2021 - Present
Stratos Wealth Advisors LLC (Philadelphia PA)
PA
02/22/2012 - 03/03/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
09/08/2009 - 01/13/2012
MORGAN STANLEY SMITH BARNEY (MEDIA PA)
PA
04/14/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EXTON PA)
PA
01/11/2008 - 02/22/2008
AXA ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 02/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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