ADVISOR BIO

Kevin Phillips is a registered representative with Morgan Stanley and has been in the securities industry since September 25, 2013. Kevin is licensed in 35 states and is also an investment advisor representative in Texas. Kevin's primary focus is on providing financial planning and portfolio management services to individuals and businesses. Kevin is a graduate of the University of California, Berkeley and holds a Series 66, Series 7 and SIE licenses.

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ADVISOR BIO

Kevin Maeda is a registered Investment Advisor Representative with Natixis Advisors, LLC. Kevin Maeda is licensed in California and Massachusetts. Kevin Maeda has been in the industry since April 2003 and has passed the Uniform Investment Adviser Law Examination. Kevin Maeda is currently registered with the firm Natixis Advisors, LLC, and is located in San Francisco, California. The firm offers advisory services such as overlay portfolio management and model research provider. The firm provides portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Kevin M. Grieve is an investment advisor representative with Brandes Investment Partners, LP. Kevin M. Grieve has been in the industry since August 2004. Kevin M. Grieve is registered in California, Maine and other states. Kevin M. Grieve has previously worked at ALPS Distributors, INC., Quasar Distributors, LLC, Fidelity Investments Institutional Services Company, Inc. and Oppenheimer & Co. Inc.

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ADVISOR BIO

Kevin Garrett Johnson is an active Investment Advisor Representative associated with One Capital Management, LLC. Kevin has been in the industry since 2014 and is licensed in California. Kevin is licensed to provide financial planning, advisory consulting services, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Khajak Boyajian is a financial professional with over 10 years of experience in the industry. Khajak is registered to provide investment advice in Arizona, California, Nevada, and Oregon. Khajak is a Chartered Financial Consultant and currently works for State Farm Investment Management Corp. Khajak specializes in portfolio management for individuals and investment companies.

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ADVISOR BIO

Khiet Huynh is a registered investment advisor representative with Morgan Stanley. Khiet has been in the securities industry since 2001. Khiet has been registered with Morgan Stanley since 2009. Previously, Khiet was registered with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Khiet is licensed in 43 states and the District of Columbia. Khiet specializes in providing investment advice to individuals, families, and businesses.

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ADVISOR BIO

Khoa Hoang is a registered investment advisor representative with Kingsview Wealth Management, LLC. Khoa has been in the industry since November 2010, and is licensed in California and Texas. Khoa holds the Series 66, Series 7, and SIE licenses. Khoa works with a wide range of clients including high-net-worth individuals, investment companies, corporations, charitable organizations, and individuals other than high-net-worth. Khoa provides a variety of services including financial planning, portfolio management for businesses, and portfolio management for investment companies.

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ADVISOR BIO

Khu Yang is an investment advisor representative with State Farm Investment Management Corp., and has been in the industry since 2008. Khu is licensed to provide advisory services in California. Khu has passed the Series 6, Series 63, and Series 65 exams and the SIE exam. Khu also operates Khu Yang's Insurance Agency, an insurance agency for State Farm Mutual Automobile Insurance Company and its affiliates. Khu provides portfolio management for individuals and investment companies.

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ADVISOR BIO

Kian Assary is a financial advisor who has been working in the financial industry since 2023. Kian is currently registered with Morgan Stanley. Kian has a Series 66, Series 7TO, and SIE license. Kian is registered in 53 states and is a registered Investment Advisor.

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ADVISOR BIO

Kiana Molitor is a financial advisor with Morgan Stanley. Kiana is registered in 53 states and the District of Columbia. Kiana has been in the industry since 2019. Kiana is a Series 7, 66, and SIE licensed representative. Kiana's previous employment was with Merrill Lynch. Kiana provides investment advisory services to individuals, businesses, high net worth individuals, investment companies, charitable organizations, pension plans, state or municipal government entities, insurance companies, and other investment advisors.

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