Unclaimed
Kevin White Sweeney is a financial advisor with Firethorn Wealth Partners, LLC, where Kevin has been working since August 2018. Kevin also previously worked at Kingswood Capital Partners, LLC, LPL Financial LLC, ADP Broker-Dealer, Inc., Northwestern Mutual Investment Services, LLC, and Waddell & Reed, Inc.. Kevin holds both Series 63 and 65 licenses and has passed the SIE and Series 7 exams. Kevin specializes in working with individuals, high-net-worth individuals, and other businesses. Kevin provides a range of services including financial planning, portfolio management, and pension consulting. Kevin's firm, Firethorn Wealth Partners, LLC, is based in Augusta, GA, and has been in business since August 2018. Firethorn Wealth Partners, LLC specializes in providing financial advice to individuals, high-net-worth individuals, and other businesses. The firm provides a range of services, including financial planning, portfolio management, and pension consulting. They currently manage $459,678,607 in assets for their clients.
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.
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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GA
08/24/2018 - Present
Firethorn Wealth Partners, LLC (AUGUSTA GA)
GA
08/11/2018 - 06/02/2023
KINGSWOOD CAPITAL PARTNERS, LLC (Augusta GA)
GA
02/17/2015 - 09/12/2018
LPL FINANCIAL LLC (AUGUSTA GA)
NJ
04/04/2014 - 03/18/2015
ADP BROKER-DEALER, INC. (ROSELAND NJ)
SC
03/12/2012 - 06/06/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON SC)
TN
11/05/2011 - 01/13/2012
WADDELL & REED, INC. (NASHVILLE TN)
IA
Issued 04/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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