Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Barrett is a financial advisor with over 20 years of experience in the financial services industry. Kevin is registered with the state of California as an Investment Advisor Representative and Broker-Dealer. Kevin has a strong background in financial planning and investment management. He holds Series 63 and 65 licenses, and the Series 7, and SIE licenses. Kevin is a Certified Financial Planner™ professional and is dedicated to providing personalized financial advice to his clients. Kevin has been with Wealth Alliance, LLC since 2006. Wealth Alliance, LLC is a registered investment advisor that provides financial planning and investment management services to individuals and families. The firm has a strong focus on providing personalized financial advice to its clients. Wealth Alliance, LLC specializes in providing financial advice to individuals and families with assets of $1 million or more.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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CA
01/25/2012 - Present
Wealth Alliance, LLC (SAN DIEGO CA)
PA
06/21/1999 - 10/28/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 06/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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