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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 Reed is an investment advisor representative at Rockefeller Financial LLC, a firm with over $50 billion in assets under management. Kevin is registered to provide investment advice in 16 states, including Alabama, Colorado, Florida, and Texas. Kevin is experienced in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Kevin offers financial planning, portfolio management, and pension consulting services. Kevin has been in the industry since 2006. Before joining Rockefeller Financial LLC, Kevin worked at Merrill Lynch and Bank of America.
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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GA
03/15/2023 - Present
Rockefeller Financial LLC (ATLANTA GA)
NC
09/12/2011 - 04/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
GA
08/17/2006 - 06/17/2011
SANFORD C. BERNSTEIN & CO., LLC (ATLANTA GA)
BOTH
Issued 08/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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