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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 John Wilson is a Registered Investment Advisor representative with Quotient Wealth Partners, LLC. Kevin is an active Investment Advisor Representative in Texas. Kevin has been in the industry since June of 2019 and holds the Series 65 - Uniform Investment Adviser Law Examination. Kevin is a Registered Investment Advisor with Quotient Wealth Partners, LLC since September of 2023. Kevin has prior work experience with Goldman Sachs Personal Financial Management, ID SOLUTIONS, STARBUCKS, OKLAHOMA STATE UNIVERSITY, and HIGH SCHOOL.
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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TX
09/01/2023 - Present
Quotient Wealth Partners, LLC (DALLAS TX)
IA
Issued 06/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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