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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 Kraus is an Investment Advisor Representative at Homrich Berg in Alpharetta, Georgia. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and has been working in the financial industry since 1999. Kevin has passed the Uniform Investment Adviser Law Examination (Series 65) and the Non-Member General Securities Examination (Series 2). Kevin's previous employment was at COMPASS FINANCIAL CONSULTING, LLC in Atlanta, Georgia.
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.
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.
Bill pay services
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
11/05/2021 - Present
Homrich Berg (Alpharetta GA)
IA
Issued 02/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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