Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Fox is a financial advisor with over 30 years of experience in the financial industry. Kevin is currently registered with Cetera Investment Advisers LLC in both California and Texas. Previously, Kevin was a registered representative with First Allied Securities, Inc., LPL Financial LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Kevin holds Series 6, 7, 9, 10, 63 and 65 licenses. Kevin's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting.
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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2
CA
02/10/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
02/23/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
02/20/2008 - 12/21/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
12/15/1988 - 02/07/2008
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
12/15/1988 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1998
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/06/1998
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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