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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 Adams is a financial advisor in Plano, Texas with over 10 years of experience. Kevin is currently registered with Fisher Investments and has previously worked with MML Investors Services, LLC, MetLife Securities Inc., and Mutual of Omaha Investor Services, Inc. Kevin is licensed to offer investment advice in Texas. He is also licensed to sell a range of financial products including variable contracts and other investment company products. Kevin works with a variety of clients including high-net-worth individuals, institutions, trusts, and estates. His practice focuses on providing investment advice and portfolio management services.
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.
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.
Portfolio assessment
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.
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.
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2
TX
10/06/2017 - Present
Fisher Investments (PLANO TX)
TX
01/28/2016 - 09/14/2017
MML INVESTORS SERVICES, LLC (DALLAS TX)
MA
07/16/2015 - 01/11/2016
METLIFE SECURITIES INC. (SPRINGFIELD MA)
TX
02/03/2010 - 08/08/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (RICHARDSON TX)
IA
Issued 01/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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