Kevin Mora Dominguez (CRD# 6731213) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Rock Hill, SC and has over 7 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Advisory Services Inc. | Rock Hill, SC | Mar 2023 - Current | 1 |
| Truist Investment Services Inc. | Rock Hill, SC | Mar 2023 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Cedarhurst, NY | Nov 2016 - Mar 2023 | 6 |
| Wells Fargo Bank, Na | Cedarhurst, NY | Jan 2014 - Mar 2023 | 9 |
| Cuny Queens College | Flushing, NY | Feb 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- SC
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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