Kevin Ash (CRD# 7164457) is an Investment Advisor Representative working at Eagle Strategies LLC in Roseville,, CA and has over 3 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Strategises LLC | Roseville, CA | Sep 2023 - Current | < 1 |
Nylife Securities LLC | Roseville, CA | Mar 2020 - Current | 4 |
New York Life Insurance Company | Roseville, CA | Aug 2019 - Current | 4 |
Camlin Steel | Rocklin, CA | Jun 2017 - Dec 2019 | 2 |
Center Unified School District | Antelope, CA | Oct 2016 - May 2017 | < 1 |
Center Unified School District | Antelope, CA | Oct 2016 - May 2017 | < 1 |
Placer Unified High School District | Auburn, CA | Jul 2016 - Sep 2016 | < 1 |
Placer Unified High School District | Auburn, CA | Nov 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2020 |
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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