Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dick is an investment advisor representative with Kestra Advisory Services, LLC. He has been in the industry for over 25 years, and has been registered with the SEC since 2005. He is a registered investment advisor in Texas and Arizona. Kevin's previous affiliations include Commonwealth Financial Network and Wells Fargo Advisors Financial Network. Kevin is also a member of Kestra Advisory Services, LLC. He provides investment advisory services through Kestra Advisory Services, LLC. Kevin is committed to helping his clients achieve their financial goals.
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.
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.
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AZ
05/02/2024 - Present
Kestra Advisory Services, LLC (Scottsdale AZ)
AZ
09/01/2009 - 05/09/2024
COMMONWEALTH FINANCIAL NETWORK (TUCSON AZ)
AZ
11/21/2005 - 09/01/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PAYSON AZ)
AZ
09/12/1997 - 11/23/2005
EDWARD JONES (PAYSON AZ)
IA
Issued 12/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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