Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. Kevin is a registered representative with 21 years of experience in the financial services industry. Kevin is licensed to provide investment advice in Arkansas, Texas, and other states. Kevin provides a range of financial services, including financial planning, investment management, and retirement planning. Kevin has been with Raymond James since 2013. Kevin is dedicated to helping his clients achieve their financial goals. Kevin also has a strong commitment to the community and is involved in a number of charitable organizations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AR
06/15/2015 - Present
Raymond James Financial Services Advisors, Inc. (ROGERS AR)
AR
02/13/2013 - 02/18/2015
RAYMOND JAMES & ASSOCIATES, INC. (ROGERS AR)
AR
01/09/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ROGERS AR)
AR
06/22/2000 - 01/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROGERS AR)
AR
03/20/2000 - 06/14/2000
ARVEST ASSET MANAGEMENT (ROGERS AR)
IA
Issued 05/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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