Kevin Snead (CRD# 6460271) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 8 years of experience in the finance industry.
CRD# 3176436
First Heartland Consultants, Inc.
CRD# 2898995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6112873
Trinity Financial Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services | New Albany, OH | Feb 2020 - Current | 4 |
| Jpmorgan Chase Bank, N.a. | Columbus, OH | Jul 2019 - Feb 2020 | < 1 |
| Jpmorgan Securities, LLC | Columbus, OH | Jul 2019 - Feb 2020 | < 1 |
| Jpmorgan Chase Bank, N.a. | Columbus, OH | Jan 2018 - Jul 2019 | 1 |
| Jpmorgan Securities, LLC | Columbus, OH | Jan 2018 - Jul 2019 | 1 |
| Ubs Financial Services | New Albany, OH | Mar 2017 - Jan 2018 | < 1 |
| J.p. Morgan Securities LLC | Palm Beach, FL | Mar 2015 - Feb 2017 | 1 |
| Jpmorgan Chase Bank, Na | Palm Beach, FL | May 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
| S63 | Uniform Securities State Law Examination | Jun 2015 |
- OH
- TX
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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