Kevin Severance, financial advisor Bryan TX

Kevin Severance

CRD Number: 7814848
Current Firm: Cetera Investment Advisers LLC

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.

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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
Contact Info for Kevin P. Severance
Phone Number: 310-257-7880
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, VI, VT, WA, WI, WV, WY

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