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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thomas is an investment advisor representative with Equitable Advisors, LLC. Kevin has been in the financial services industry since 2013 and holds the Series 6, 7, 26, 63, and 65 licenses. Prior to joining Equitable Advisors, LLC, Kevin was with PFS Investments INC. Kevin is registered to provide investment advisory services in several states including California, Florida, Iowa, Missouri, Nevada, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington. Kevin is also a licensed insurance professional.
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.
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TX
07/31/2023 - Present
Equitable Advisors, LLC (AUSTIN TX)
CA
05/08/2013 - 11/15/2019
PFS INVESTMENTS INC. (TEMECULA CA)
IA
Issued 01/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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