Kevin Bostic (CRD# 4880713) is an Investment Advisor Representative working at Clearview Financial in Richmond, VA and has over 16 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearview Financial LLC | Richmond, VA | Jul 2015 - Current | 8 |
| Nylife Securities LLC | Glen Allen, VA | Jun 2015 - Feb 2016 | < 1 |
| New York Life Insurance Company | Glen Allen, VA | Jun 2015 - Feb 2016 | < 1 |
| Eagle Strategies LLC | Glen Allen, VA | Jun 2015 - Feb 2016 | < 1 |
| Wells Fargo Advisors LLC | Richmond, VA | Oct 2014 - Jun 2015 | < 1 |
| Bostic Financial, LLC | Glen Allen, VA | Mar 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- NC
- TX
- VA
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts308ACCOUNTS
-
Average Account Value$249,427
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NC, TX, VA
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