Kevin Holmes (CRD# 6159506) is an Investment Advisor Representative working at Black Card Circle in Las Vegas, NV and has over 10 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Black Card Circle | Sherman Oaks, CA | Jun 2021 - Current | 2 |
| Black Card Circle | Sherman Oaks, CA | Jun 2021 - Current | 2 |
| Various Insurance Carriers For W&r Insurance Agency | Los Angeles, CA | Dec 2015 - Current | 8 |
| Waddell & Reed Inc. | Sherman Oaks, CA | Dec 2015 - May 2021 | 5 |
| Ameriprise Financial Services | Westlake Village, CA | Feb 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- CA
- TX
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts463ACCOUNTS
-
Average Account Value$164,801
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NV, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.