Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin J Barnett is a financial advisor who has been in the industry since April 26, 2002. Kevin Barnett is currently registered with Captrust and is located in San Antonio, TX. Prior to joining Captrust, Kevin Barnett has been associated with several other firms including J.P. MORGAN SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, 1ST GLOBAL CAPITAL CORP., BANK UNITED SECURITIES CORP., and FIDELITY BROKERAGE SERVICES, INC. Kevin Barnett holds a number of licenses and certifications, including Series 6, 7, 9, 10, 63, and 66. Kevin Barnett's areas of expertise include financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/02/2019 - Present
Captrust (San Antonio TX)
TX
05/21/2012 - 11/16/2017
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
10/13/2011 - 04/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
12/10/2009 - 09/23/2011
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
08/04/2000 - 09/18/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
09/17/1999 - 06/23/2000
BANK UNITED SECURITIES CORP. (HOUSTON TX)
RI
12/18/1997 - 09/15/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 10/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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