Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin William Philip is a financial advisor at Hightower Advisors, LLC in Los Angeles. He has over 18 years of experience in the financial industry, working previously at BEL AIR SECURITIES LLC and STATE STREET GLOBAL MARKETS, LLC. Kevin holds the Series 7, 66 and SIE licenses. He specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and other businesses. Kevin also provides financial planning and portfolio management services.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
09/15/2021 - Present
Hightower Advisors, LLC (Los Angeles CA)
CA
01/17/2006 - 10/14/2021
BEL AIR SECURITIES LLC (LOS ANGELES CA)
CA
06/23/2004 - 07/31/2006
STATE STREET GLOBAL MARKETS, LLC (LOS ANGELES CA)
BOTH
Issued 07/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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