Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Foote is a registered representative with Kestra Private Wealth Services, LLC and has been in the financial services industry since 2003. Kevin Foote is a registered representative with Kestra Private Wealth Services, LLC and has been in the financial services industry since 2003. Kevin holds Series 7, 24, 55, 66 and SIE licenses. Prior to joining Kestra Private Wealth Services, LLC, Kevin was with LPL Financial, LLC and Girard Securities, Inc.. Kevin is registered with the states of California and Texas.
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.
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.
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
CA
10/09/2024 - Present
Kestra Private Wealth Services, LLC (San Diego CA)
CA
10/27/2014 - 05/10/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
01/31/2007 - 05/06/2013
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
04/28/2006 - 01/26/2007
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/03/2002 - 04/13/2006
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
BOTH
Issued 07/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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