Kevin Floyd, financial advisor Kennewick WA
93 score

Kevin Floyd

CRD Number: 5593632
Current Firm: Petersen Hastings Investment Management Inc.

Kevin Floyd (CRD# 5593632) is an Investment Advisor Representative working at Petersen Hastings Investment Management Inc. in Kennewick, WA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Petersen Hastings Investment Management Kennewick, WA Jul 2010 - Current 6
Russell Investments Tacoma, WA Sep 2009 - May 2010 < 1
Pacific Lutheran University Tacoma, WA Aug 2006 - May 2010 3
Plan B Wealth Management Perth, Jun 2009 - Aug 2009 < 1
Financial Network University Plaza, WA Sep 2008 - Dec 2008 < 1
Petersen Hastings Investment Management Kennewick, WA Jun 2008 - Aug 2008 < 1
Sunnyside Valley Irrigation District Sunnyside, WA Jun 2007 - Aug 2007 < 1
Sunnyside Valley Irrigation District Sunnyside, WA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Kevin J. Floyd
Phone Number: 509-735-0484
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    546
    MILLIONS
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $990,987
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States

AZ, CA, NH, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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