Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wells is a registered Investment Advisor Representative with Tidwell Wealth Management LLC in ROCKLIN, CA. Kevin is a Series 65 licensed individual who has been in the industry since January 2012. Kevin's firm provides financial planning and portfolio management for individuals and businesses, as well as pension consulting and selection of other advisors. Kevin has 55 years of experience in the industry.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
06/12/2020 - Present
Tidwell Wealth Management LLC (ROCKLIN CA)
IA
Issued 03/08/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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