Kevin Moss (CRD# 5142828) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Arlington, TX and has over 17 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optivise Advisory Services, LLC | Coppell, TX | May 2019 - Current | 4 |
| Panthrex Asset Management, Pka Ministry Benefit Investments | Coppell, TX | May 2016 - Current | 7 |
| Moss Agency | Arlington, TX | May 2005 - Current | 18 |
| Mossom | Arlington, TX | Apr 2001 - Current | 23 |
| Uber | Arlington, TX | Jul 2015 - Aug 2018 | 3 |
| Callaway Financial Services, Inc. | Arlington, TX | Jan 2010 - Apr 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- TX
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts1,611ACCOUNTS
-
Average Account Value$157,991
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, IN, KS, LA, ME, NC, OH, OK, PA, TN, TX, WI
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