Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thomas Dugan is an Investment Advisor Representative with Smith & Wyatt. Kevin has been in the financial industry since 2011 and has a Series 65 license. Kevin is registered with the state of Texas and is also registered as an Investment Advisor Representative in Ohio, Florida, and West Virginia. Kevin's firm manages over $119 million in assets, and Kevin assists clients with financial planning, portfolio management for individuals, and soliciting clients for investment advice. Kevin is a strong advocate for his clients and works hard to meet 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.
Personalized portfolio management to meet individual financial objectives.
Solicitor
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.
Set up fee
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TX
11/03/2023 - Present
Smith & Wyatt (COLLEGE STATION TX)
IA
Issued 04/20/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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