Kevin Searfoss (CRD# 2368306) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 31 years of experience in the finance industry. Kevin Searfoss 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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Waldron Private Wealth, LLC | Bridgeville, PA | Nov 2022 - Current | 1 |
Waldron Private Wealth, LLC | Bridgeville, PA | Jan 2002 - Nov 2022 | 20 |
Purshe Kaplan Sterling Investments | Albany, NY | Mar 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1993 |
S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
- PA
- TX
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Total Assets Under Management4,066MILLIONS
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Total Number of Accounts3,017ACCOUNTS
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Average Account Value$1,347,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, DC, FL, IL, MA, MD, MI, NC, NH, NY, OH, PA, RI, TX, VA, WV
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