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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 James Floyd is an Investment Advisor Representative with HFG Advisors, Inc. located in Kennewick, WA. Kevin also works with Nfwm, SK Advisor Network, LLC and Pomona Wealth Management, LLC. Kevin has been in the industry for 13 years and is registered with the states of Texas and Washington. Kevin has earned the Certified Financial Planner and Chartered Financial Analyst designations. Kevin has experience providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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WA
01/13/2022 - Present
HFG Advisors, Inc. (KENNEWICK WA)
IA
Issued 08/23/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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