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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 Dana Weaver is a financial advisor with Sidoxia Capital Management, LLC. Kevin has been a financial advisor since January 2014, with experience in portfolio management for individuals and businesses, as well as financial planning and educational seminars. Kevin is a Certified Financial Planner and has worked in Newport Beach, California throughout his career. Kevin is registered as an Investment Advisor Representative in California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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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CA
01/01/2025 - Present
Sidoxia Capital Management, LLC (NEWPORT BEACH CA)
Active
Inactive
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