Kevin Lao, financial advisor Ponte Vedra Beach FL
93 score

Kevin Lao

CRD Number: 5569262
Current Firm: Advice And Planning Services

Kevin Lao (CRD# 5569262) is an Investment Advisor Representative working at Advice And Planning Services in Ponte Vedra Beach, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Ponte Vedra, FL Mar 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Ponte Vedra, FL Mar 2015 - Current 1
Northwestern Mutual Investment Services, LLC Fairfax, VA Feb 2013 - Mar 2015 2
Northwestern Mutual Investment Services, LLC Fairfax, VA Jan 2010 - Mar 2015 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2008 - Mar 2015 6
Northwestern Mutual Investment Services, LLC Mclean, VA Jul 2008 - Jan 2010 1
Congresstional Country Club Bethesda, MD Aug 2008 - Oct 2008 < 1
Woodlands Country Club Columbia, SC Jan 2008 - May 2008 < 1
University Of South Carolina Columbus, SC Aug 2004 - May 2008 3
South Carolina Department Of Commerce Columbia, SC Sep 2007 - Dec 2007 < 1
Fairfax Country Park Services Fairfax, VA Jun 2007 - Sep 2007 < 1
Forest Lake Country Club Columbia, SC Mar 2006 - May 2007 1
Jr's Steakhouse Mclean, VA May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Kevin R. Lao
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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

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