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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevion? Claim Your ProfileKevion Lamar Latham is a financial advisor at The Colony Group, LLC. Kevion has been in the industry since 2012, specializing in providing comprehensive financial planning, portfolio management, and investment advisory services. With experience in various firms, Kevion has a deep understanding of the financial markets and a commitment to helping individuals and families achieve their financial goals. Kevion is registered in Colorado, North Carolina, Pennsylvania, and Texas. Kevion is also a Certified Financial Planner (CFP®).
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
PA
02/02/2024 - Present
THE Colony Group, LLC (Cranberry Townshpi PA)
PA
02/26/2014 - 11/03/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEAVER PA)
PA
05/21/2012 - 02/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAVER PA)
BOTH
Issued 07/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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