Kevin Valentino (CRD# 6065140) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 8 years of experience in the finance industry. Kevin Valentino has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5146297
Smartpath Advisors
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockefeller & Company LLC | Atlanta, GA | Jan 2019 - Current | 5 |
| Rockefeller Financial LLC | Atlanta, GA | Jan 2019 - Current | 5 |
| Bank Of America, N.a. | Atlanta, GA | Feb 2016 - Jan 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | Aug 2015 - Jan 2019 | 3 |
| University Of Georgia | Athens, GA | Aug 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- GA
- TX
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Total Assets Under Management51,821MILLIONS
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Total Number of Accounts61,461ACCOUNTS
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Average Account Value$843,153
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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