Kevin Tabor, financial advisor Portland OR
93 score

Kevin Tabor

CRD Number: 5483603
Current Firm: Transamerica Financial Advisors, Inc.

Kevin Tabor (CRD# 5483603) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Senior Choices Nw Wilsonville, OR Aug 2014 - Current 2
Toolbank Usa Portland, OR Sep 2012 - Current 4
Transamerica Financial Advisors, Inc. Portland, OR Jan 2012 - Current 4
Self Employed Portland, OR Sep 2008 - Current 8
Wfg Portland, OR Dec 2007 - Current 9
Mipo- Mentoring Inventing Prospering O Portland, OR Jan 2011 - Nov 2014 3
United Health Care Lake Oswego, OR Aug 2013 - Aug 2014 1
Investment Advisors International Portland, OR May 2008 - Jan 2012 3
Wgs Portland, OR Jan 2008 - Jan 2012 4
In Touch Gospel Frisco, TX Oct 2010 - May 2011 < 1
Portland Community College Portland, OR Sep 2009 - May 2011 1
Ryno Motors, Inc. Portland, OR Jan 2010 - Aug 2010 < 1
Innergy Lending, LLC Portland, OR May 2008 - Jun 2008 < 1
Nautilus Inc. Vancouver, WA Jun 2005 - Oct 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Kevin G. Tabor
Phone Number: 727-299-1800
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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