Kevion Latham (CRD# 6045782) is an Investment Advisor Representative working at The Colony Group, LLC in Cranberry Townshpi, PA and has over 11 years of experience in the finance industry. Kevion Latham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Company Name | Location | Dates | Years |
---|---|---|---|
The Colony Group, LLC | Boston, MA | Feb 2024 - Current | < 1 |
Greenrose Wealth Management, LLC | Seven Fields, PA | Nov 2018 - Current | 5 |
Kailasa Capital Management LLC | Cranberry Township, PA | May 2019 - Dec 2023 | 4 |
Greyson Tax & Accounting, LLC | Seven Fields, PA | Jan 2019 - Jun 2022 | 3 |
Signify Wealth LLC | Seven Fields, PA | Nov 2017 - Nov 2018 | 1 |
Raymond James Financial Services Advisors Inc. | Beaver, PA | Mar 2014 - Oct 2017 | 3 |
Raymond James Financial Services, Inc. | Beaver, PA | Feb 2014 - Oct 2017 | 3 |
Ft. Mcintosh Group LLC | Beaver, PA | Mar 2014 - Mar 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- NC
- PA
- TX
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Total Assets Under Management18,880MILLIONS
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Total Number of Accounts20,099ACCOUNTS
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Average Account Value$939,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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