Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Turnbaugh is a financial advisor registered with Ameritas Advisory Services, LLC. Kevin has been in the financial services industry since July 2009. Kevin is registered with the state of California as a Registered Investment Advisor (RIA) and with the state of Texas as an RIA. Kevin is also registered as a broker in the state of Arizona, California, District of Columbia, Georgia, Massachusetts, Minnesota, New York, Ohio, Oregon, Texas, and Washington. Kevin holds the Series 65, Series 63, Series 7 and SIE licenses. Kevin is also a licensed independent insurance agent. Kevin specializes in financial planning, portfolio management for businesses and individuals, 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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (San Rafael CA)
IA
Issued 10/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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