Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Riley is a financial advisor registered with Godsey & Gibb Wealth Management, located in Greenville, South Carolina. Kevin has over 30 years of experience in the financial industry and holds Series 7, 8, 63 and 65 licenses. Kevin has served clients in South Carolina, Florida, Texas and Virginia. Kevin specializes in Financial Planning, Portfolio Management, Tax Preparation, and Pension Consulting. Kevin also works with high net worth individuals, insurance companies, charitable organizations and other investment advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fees, tax preparation fees
1
2
SC
07/08/2015 - Present
Godsey & Gibb Wealth Management (GREENVILLE SC)
FL
12/19/2013 - 06/25/2015
USAA FINANCIAL ADVISORS, INC. (PONTE VEDRA BEACH FL)
FL
03/02/1992 - 08/23/2012
CHARLES SCHWAB & CO., INC. (JACKSONVILLE FL)
NA
10/09/1991 - 01/22/1992
F.N. WOLF & CO., INC.
IA
Issued 03/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kevin Riley is the right advisor for you? Invested Better is here to help.
