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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 Wiley ii is an Investment Advisor Representative with Avivar Capital, LLC. Kevin is registered with the state of California and Texas and has been in the industry since August 2022. Kevin holds the Series 65 license and has been actively involved in providing financial planning and investment management services. Avivar Capital, LLC specializes in providing advisory services to charitable organizations and offers financial planning, portfolio management, and educational seminars.
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.
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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CA
12/11/2023 - Present
Avivar Capital, LLC (NORTH HOLLYWOOD CA)
IA
Issued 12/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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