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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 Vern Grow is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Kevin Grow's registration began in September 2019, and Kevin has been in the industry since April 1989. Prior to joining Raymond James Financial Services Advisors, Inc., Kevin Grow worked at First Western Advisors and Zions Direct, Inc. Kevin Vern Grow has passed the Uniform Combined State Law Examination, the Uniform Securities Agent State Law Examination, and the Securities Industry Essentials Examination. Kevin Grow specializes in providing financial advice and portfolio management for individuals, businesses, corporations, insurance companies, and pension and profit-sharing plans. Kevin Vern Grow works in the Holladay, UT office of Raymond James Financial Services Advisors, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
UT
09/27/2019 - Present
Raymond James Financial Services Advisors, Inc. (HOLLADAY UT)
UT
01/13/2006 - 09/27/2019
FIRST WESTERN ADVISORS (HOLLADAY UT)
UT
10/10/2000 - 01/17/2006
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
CA
07/01/1999 - 10/03/2000
FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)
UT
03/13/1991 - 07/01/1999
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
NA
07/27/1987 - 06/13/1989
METLIFE SECURITIES INC.
NA
07/27/1987 - 06/13/1989
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 05/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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