Kevin VavreckCRD Number: 6556937
Current Firm: Wells Fargo Clearing Services, LLC
Kevin Vavreck (CRD# 6556937) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Bethesda, MD and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Wells Fargo Clearing Services LLC||Bethesda, MD||Apr 2018 - Current||3|
|Lincoln Financial Advisors Corporation||Rockville, MD||Mar 2017 - Mar 2018||1|
|Burkholder & Associates||Rockville, MD||Sep 2015 - Mar 2017||1|
|The Cheesecake Factory||Bethesda, MD||Sep 2014 - Jan 2016||1|
|Montgomery College||Rockville, MD||Sep 2009 - Dec 2014||5|
|Red Robin||Gaithersburg, MD||Jun 2012 - Aug 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2017|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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
- 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, 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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