Kevin HoseyCRD Number: 6338607
Current Firm: Umb Financial Services, Inc.
Kevin Hosey (CRD# 6338607) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 2 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Umb||Kansas City, MO||Apr 2016 - Current||1|
|Bancwest Investment Services||Lee's Summit, MO||May 2014 - Apr 2016||1|
|Bank Of The West||Independence, MO||Oct 2005 - Apr 2016||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management11MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$359,293
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, WA, WI