Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Whittington is a financial advisor with Charles Schwab & Co., Inc. Kevin has been working in the financial industry since 2007. Kevin is registered with the Securities and Exchange Commission and is licensed to provide investment advice in 51 states. Kevin has experience with a variety of financial products and services, including financial planning and portfolio management. Kevin is committed to helping clients achieve their financial goals.
Tampa, FL
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
05/28/2020 - Present
Charles Schwab & CO., Inc. (Tampa FL)
FL
10/06/2017 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
10/04/2016 - 09/25/2017
MORGAN STANLEY (TAMPA FL)
FL
10/24/2011 - 09/02/2016
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
01/23/2009 - 06/28/2010
WADDELL & REED, INC. (TAMPA FL)
FL
04/25/2006 - 12/23/2008
PROEQUITIES, INC. (TAMPA FL)
BOTH
Issued 2/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/21/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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