Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin L. Wright is an investment advisor representative at Ameritas Advisory Services, LLC. Kevin has been in the financial services industry since March 2006. Kevin holds the Series 7, Series 66, and SIE licenses. Kevin specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Kevin's background in accounting and tax preparation allows him to provide a comprehensive approach to financial planning. Kevin also works as an agent for Capstone Financial Group, providing fixed life insurance products. Kevin's experience and expertise allow him to provide a personalized and comprehensive approach to financial planning.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (Folsom CA)
CA
03/29/2006 - 06/30/2006
CARILLON INVESTMENTS, INC. (CAMERON PARK CA)
BOTH
Issued 04/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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