Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Webb is a registered representative with Robert W. Baird & Co. Inc. in Nashville, Tennessee. Kevin has over 25 years of experience in the financial industry and has held previous roles with firms such as Piper Sandler & Co., Cantor Fitzgerald & Co., and Lehman Brothers Inc. Kevin is licensed to offer investment advice and products in several states, including Arizona, California, Colorado, Florida, Hawaii, Minnesota, Nevada, Oklahoma, Tennessee, Texas, Utah, and Washington. Kevin's areas of expertise include financial planning, portfolio management, and investment advisory services. Kevin is committed to providing personalized financial guidance and investment strategies to help 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.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TN
11/16/2021 - Present
Robert W. Baird & Co. Inc. (NASHVILLE TN)
TX
10/15/2018 - 11/22/2021
PIPER SANDLER & CO. (HOUSTON TX)
TX
03/10/2009 - 08/15/2018
CANTOR FITZGERALD & CO. (HOUSTON TX)
TX
01/08/1997 - 03/09/2009
STANFORD GROUP COMPANY (HOUSTON TX)
NA
12/06/1996 - 01/03/1997
STANFORD GROUP COMPANY
NY
06/26/1996 - 12/06/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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