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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 Williams is an investment advisor representative at Synergy Asset Management, LLC and Lifetime Financial, Inc. Kevin has over 20 years of experience in the financial services industry. He has a Series 7, 63 and 65 license. Kevin is a graduate of the University of Washington and has a Master of Business Administration (MBA) degree. He is also a Certified Financial Planner (CFP). Kevin's experience and qualifications make him a valuable resource for individuals and families looking for financial advice. He is a member of the National Association of Personal Financial Advisors (NAPFA). Kevin is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Personalized portfolio management to meet individual financial objectives.
Signal provider; sub-adviser
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.
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.
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WA
04/17/2020 - Present
Synergy Asset Management, LLC (VANCOUVER WA)
WA
01/24/2008 - 01/14/2013
TD AMERITRADE, INC. (BELLEVUE WA)
WA
05/11/2006 - 01/02/2008
KEY INVESTMENT SERVICES LLC (BELLEVUE WA)
OH
02/15/2005 - 05/18/2006
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
10/14/2004 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
MA
10/23/2002 - 10/12/2004
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
TX
08/11/1998 - 02/01/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
06/13/1997 - 10/01/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
10/10/1994 - 06/22/1995
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 02/04/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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