Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Johns is a financial advisor with over 15 years of experience. Kevin has been with Charles Schwab & CO., Inc. since January 2022 and previously worked with TD AMERITRADE, INC. and Edward Jones. Kevin is a Registered Representative (RR) with FINRA and is licensed in over 20 states.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
PA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Lancaster PA)
PA
02/28/2012 - 05/11/2024
TD AMERITRADE, INC. (Lancaster PA)
PA
10/06/2008 - 02/01/2012
EDWARD JONES (MOUNTVILLE PA)
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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