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 Fix is a financial advisor who has been working in the industry since March 2011. Kevin is currently registered with Avior Wealth Management, LLC in Ohio and has a Series 65 license. Kevin is a Personal Financial Specialist and specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Kevin has experience working at both Avior Wealth Management and Newhaven Capital Advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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2
OH
05/08/2024 - Present
Avior Wealth Management, LLC (COLUMBUS OH)
IA
Issued 05/14/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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