Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gregory Rex is an Investment Advisor Representative at Morton Wealth. Kevin is based in Calabasas, California, and has been in the industry since 2010. Kevin holds a Series 65 license and has been registered with the state of California since September 28, 2015. Kevin has experience working at Stryker Ortho and Morton Capital Management. Kevin specializes in working with charitable organizations, high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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.
1
2
CA
09/28/2015 - Present
Morton Wealth (CALABASAS CA)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kevin Rex is the right advisor for you? Invested Better is here to help.
