ADVISOR BIO

Kevin Eric Harvey is a financial advisor at LPL Financial LLC. He is a Registered Representative and Investment Advisor Representative. Kevin has over 30 years of experience in the financial services industry, having started his career in 1993. His experience includes providing a variety of financial services to individuals, businesses, and other organizations. Kevin has a strong commitment to his clients and is dedicated to providing them with the personalized financial advice they need to achieve their goals. Kevin has a strong track record of helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Kevin Olison is a financial advisor with Grove Point Advisors, LLC. Kevin has been in the financial services industry since 2004. Kevin has a Series 6, Series 63, and Series 65 licenses. Kevin also holds the SIE designation. Kevin has experience working with individuals, corporations, and charitable organizations. Kevin provides financial planning, portfolio management, and pension consulting services. Kevin is registered with the state of California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Kevin Quinlevan is a financial advisor with Charles Schwab & CO., Inc. located in Los Angeles, California. Kevin has been working in the financial services industry since July 2013. Kevin holds Series 63, 66, 7, and SIE licenses and is a Certified Financial Planner. Kevin has experience working with a variety of clients and is committed to providing personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Kevin Branham is a financial advisor registered with Fidelity Personal And Workplace Advisors. Kevin has been in the financial industry since 2016. Kevin is licensed to provide investment advice in 52 states and is also registered as an Investment Advisor Representative in California and Texas. Kevin has a Series 7, Series 66, and SIE license. Kevin Branham is also a partner with Let's Go Sales Co., a snack food distributor.

SPECIALIZATIONS

ADVISOR BIO

Kevin Hwan Chung is a financial advisor who is registered in California and Nevada. Kevin has been in the financial services industry since 1998 and is currently associated with MML Investors Services, LLC in the Los Angeles, California office. Kevin has been with MML Investors Services, LLC since 2015 and previously worked at GOLD COAST SECURITIES, INC. and NYLIFE SECURITIES LLC. Kevin specializes in a variety of services including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Kevin Glynne Brereton is a financial advisor with J.P. Morgan Securities LLC, based in San Francisco, CA. Kevin has been in the financial industry since 2012 and is licensed to provide investment advice in multiple states including California and Texas. Kevin holds a Series 6, 7, 63 and 66 securities licenses. Kevin is a highly experienced advisor with a proven track record of success in helping clients achieve their financial goals. Kevin is committed to providing personalized service and helping clients make informed investment decisions.

SPECIALIZATIONS

ADVISOR BIO

Kevin Scott is an active investment advisor representative with over 23 years of experience in the financial industry. Kevin is registered to provide investment advice in a number of states, including California, Texas, and many others. Kevin's current firm is Merrill Lynch, Pierce, Fenner & Smith Inc., where Kevin has worked since March 1999. Previously, Kevin worked for Bank of America, N.A. Kevin's specializations include portfolio management for both businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Kevin Gaunt is an investment advisor representative with UBS Financial Services Inc. Kevin has been in the industry for over 13 years. Kevin has a Series 31, Series 7, and Series 66 license. Kevin has had previous experience with Credit Suisse Securities (USA) LLC and Morgan Stanley Smith Barney. Kevin works out of the Los Angeles branch office and has also worked at UBS Financial Services Inc's San Luis Obispo branch office.

SPECIALIZATIONS

ADVISOR BIO

Kevin Buckle is a financial advisor with over 15 years of experience in the industry. He is a Chartered Financial Analyst and has worked with Pacific Income Advisers, Inc., Grandview Capital Management LLC, and currently, Mesirow Financial Investment Management, Inc. Kevin is registered with the state of California and Illinois, and his area of expertise includes retirement planning, education planning, and wealth management. He is dedicated to helping clients reach their financial goals and provides personalized financial advice.

SPECIALIZATIONS

ADVISOR BIO

Kevin Wiest is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC in Irvine, CA. Kevin has been in the industry since 1999. Kevin is licensed in California. The advisor's firm Integrated Wealth Concepts LLC, based in Waltham, MA, provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. The firm has over 13 billion dollars in assets under management.

SPECIALIZATIONS