Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Huff is an Investment Advisor Representative at Vanguard Advisers, Inc. Kevin has been in the securities industry since June 1996 and is registered in Pennsylvania and Texas. Kevin has a strong background in financial planning and portfolio management, and has a proven track record of success in helping clients achieve their financial goals. Kevin has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, 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.
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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2
PA
03/13/2017 - Present
Vanguard Advisers, Inc. (Wayne PA)
PA
12/04/2014 - 10/11/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
03/20/2013 - 11/25/2014
SCOTTRADE, INC. (MEDIA PA)
PA
03/20/2007 - 12/31/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
DE
03/21/2005 - 12/07/2006
PNC INVESTMENTS (WILMINGTON DE)
TX
10/26/1998 - 08/11/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
10/23/1992 - 08/28/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 04/19/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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