Kevin Smallwood (CRD# 4712150) is an Investment Advisor Representative working at Smallwood Financial Group LLC in Summit, NJ and has over 20 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smallwood Financial Group LLC | Summit, NJ | Jan 2020 - Current | 4 |
| Western International Securities, Inc. | Pasadena, CA | Jun 2006 - Dec 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- NJ
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts72ACCOUNTS
-
Average Account Value$468,056
- A percentage of assets under your management
- Pension consulting services
NJ
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