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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 Cowan is a registered Investment Advisor Representative with TFO Family Office Partners. Kevin has been in the financial services industry since 2015 and has experience working with high net worth individuals, charitable organizations and other clients. Kevin holds the Series 66 and Series 7TO securities licenses and is registered in both Arizona and Texas. Kevin is also a graduate of Brigham Young University Idaho. Kevin provides portfolio management services to both individuals and businesses, as well as family office services and financial consulting. Kevin's previous experience includes positions with Vanguard Marketing Corporation, Charles Schwab, The Norden Group, Elevate Private Wealth Advisors, Central Bank of Utah, Brigham Young University Idaho, and The Church of Jesus Christ of Latter-Day Saints.
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.
Family office services & financial 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.
Percentage of net worth
1
2
AZ
05/03/2023 - Present
TFO Family Office Partners (PHOENIX AZ)
AZ
07/28/2020 - 02/07/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 08/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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