Wayne Kevitt, financial advisor Brevard NC

Wayne Kevitt

CRD Number: 3122628
Current Firm: Avantax Advisory Services

Wayne Kevitt (CRD# 3122628) is an Investment Advisor Representative working at Avantax Advisory Services in Brevard, NC and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Gltetal,llc Brevard, NC Dec 2018 - Current 5
Goldsmith Molis & Gray, Pllc Brevard, NC Jul 2013 - Current 10
Avantax Investment Services, Inc. Brevard, NC Sep 1998 - Current 25
Kevitt & Lee, Cpa's P.a. Brevard, NC Feb 1987 - Current 37
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1998
Contact Info for Wayne D. Kevitt
Phone Number: 972-870-6000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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