Kevin KolsonCRD Number: 2415841
Current Firm: Dba Family Wealth Leadership
Kevin Kolson (CRD# 2415841) is an Investment Advisor Representative working at Dba Family Wealth Leadership in Irvine, CA and has over 17 years of experience in the finance industry. Kevin Kolson 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Advantage Asset Management, Inc.||Irvine, CA||Nov 2004 - Current||17|
|Next Financial Group, Inc.||Houston, TX||Jan 2009 - Apr 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management43MILLIONS
Total Number of Accounts70ACCOUNTS
Average Account Value$614,500
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, TX
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