Kevin Karpay (CRD# 7177731) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Tampa, FL and has over 2 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W. Baird & Company | Tampa, FL | Jul 2021 - Current | 2 |
| Unemployed | Richmond, VA | Apr 2021 - Jul 2021 | < 1 |
| Northwestern Mutual | Richmond, VA | Oct 2019 - Mar 2021 | 1 |
| Richmond Window Company | Richmond, VA | May 2019 - Sep 2019 | < 1 |
| Cogeo | Richmond, VA | Oct 2018 - Mar 2019 | < 1 |
| Unemployed | Richmond, VA | May 2018 - Sep 2018 | < 1 |
| The Office Of Congresswoman Kathy Castor | Washington, DC | Jan 2010 - May 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- FL
- TX
-
Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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