Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mark Saylor is a financial advisor based in Alpharetta, GA. Kevin has been in the financial industry since 2005, and is registered with Wealth Enhancement Advisory Services, LLC. Kevin has a broad range of experience in the financial industry, having worked at several firms including Ameriprise Financial Services, LLC, BB&T Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Kevin has passed both the Series 63 and Series 66 examinations. Kevin currently holds two active registrations: one with the State of Georgia for Investment Advisor and another with the State of Georgia for Broker. Kevin also provides administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC. Kevin's expertise lies in working with individuals, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations or other businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
GA
03/04/2022 - Present
Wealth Enhancement Advisory Services, LLC (Alpharetta GA)
GA
02/22/2022 - 05/22/2023
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
10/10/2014 - 02/23/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)
GA
08/13/2013 - 10/02/2014
BB&T INVESTMENT SERVICES, INC. (DUNWOODY GA)
GA
01/25/2006 - 01/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
MO
09/27/2005 - 10/31/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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