Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin King is a financial professional with over 7 years of experience in the industry. Kevin is currently registered with GWN Securities Inc. and holds a Series 6, Series 63, and SIE license. Kevin has previously been registered with Ameritas Investment Corp. and CCF Investments, Inc. Kevin provides financial planning and portfolio management for both individuals and investment companies.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
TX
05/18/2018 - Present
GWN Securities Inc. (ROUND ROCK TX)
TX
06/21/2017 - 06/05/2018
AMERITAS INVESTMENT CORP. (Corpus Christi TX)
TX
10/09/2015 - 06/21/2017
CCF INVESTMENTS, INC. (TEMPLE TX)
BC
Issued 04/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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