Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Handford has been a financial professional since February 1996. Kevin is currently registered with Commonwealth Financial Network in Warrenton, VA. Kevin holds the Series 6, 7, 62, 63, and 65 licenses as well as the SIE. Kevin is also a Certified Financial Planner and Chartered Financial Consultant. Kevin has experience working with clients such as individuals, high net worth individuals, trusts, estates, retirement plans, business owners, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
11/05/2004 - Present
Commonwealth Financial Network (WARRENTON VA)
MD
02/20/1996 - 11/29/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 11/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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