Kevin Braddock, financial advisor Estill SC

Kevin Braddock

CRD Number: 5668025
Current Firm: Commonwealth Financial Network

Kevin Braddock (CRD# 5668025) is an Investment Advisor Representative working at Commonwealth Financial Network in Estill, SC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2022 - Current 2
Heartwood Financial Group Estill, SC Jan 2022 - Current 2
Wells Fargo Advisors Financial Network, LLC Beaufort, SC Jun 2017 - Jan 2022 4
Edward Jones St Louis, MO May 2009 - Jun 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Kevin J. Braddock
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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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Data verified by both the advisor and the public regulatory data.

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