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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 Underwood is a financial advisor with Avantax Advisory Services, located in Gainesville, VA. Kevin has been in the financial services industry since 2004 and is licensed in Virginia. He has experience providing financial planning, portfolio management and investment advice to individuals and businesses. Kevin is a registered representative of Avantax Investment Services, Inc., member FINRA, SIPC, and an Investment Advisor Representative of Avantax Advisory Services. Kevin has a Series 7 license, a Series 66 license, and has passed the Securities Industry Essentials Examination. Kevin has worked for other firms in the past, including American General Securities Incorporated and Harvest Financial CPA's, PLC. Kevin is an Independent Insurance Agent for Avantax Insurance Services and Health Insurance. Kevin is a CPA and provides accounting and tax preparation services through Badger Sumrall & Co, CPAs, as well as through their own firm.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
07/28/2008 - Present
Avantax Advisory Services (Gainesville VA)
VA
06/15/2004 - 07/03/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WARRENTON VA)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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