Kevin Severance (CRD# 7814848) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bryan, TX and has 1 year of experience in the finance industry.
CRD# 5699206
Securities America Advisors, Inc.
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Lpl Financial LLC
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Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Services LLC | St Cloud, MN | Mar 2024 - Current | < 1 |
Cetera Investment Advisers LLC | Bryan, TX | Mar 2024 - Current | < 1 |
Fundamental Wealth Advisors | Bryan, TX | Sep 2023 - Current | < 1 |
Briaud Financial Advisors | College Station, TX | May 2022 - Sep 2023 | 1 |
Texas A&m University | College Station, TX | Mar 2019 - May 2022 | 3 |
Full-time Student At Texas A&m | College Station, TX | Aug 2014 - May 2019 | 4 |
Moore Supply | College Station, TX | Feb 2018 - Mar 2019 | 1 |
Hs Student Clear Creek High School | League City, TX | Aug 2010 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
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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