Kevin Fernandez, financial advisor San Francisco CA
80 score

Kevin Fernandez

CRD Number: 6121932
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kevin Fernandez (CRD# 6121932) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. San Francisco, CA Mar 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA Sep 2012 - Current 4
Unemployed San Francisco, CA Jul 2012 - Sep 2012 < 1
Dow Jones &amp; Company San Francisco, CA Apr 2007 - Jul 2012 5
Rodder's Journal South San Francisco, CA Nov 2006 - Apr 2007 < 1
Unemployed San Francisco, CA Aug 2006 - Nov 2006 < 1
Barnes &amp; Noble San Mateo, CA Jun 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kevin J. Fernandez
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
80

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