Kevin Nazworth, financial advisor Tampa FL
96 score

Kevin Nazworth

CRD Number: 1086189
Current Firm: Advice And Planning Services

Kevin Nazworth (CRD# 1086189) is an Investment Advisor Representative working at Advice And Planning Services in Tampa, FL and has over 17 years of experience in the finance industry. Kevin Nazworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Tampa, FL Oct 2009 - Current 7
Tiaa Tampa, FL Oct 2009 - Current 7
Teachers Personal Investors Services, Inc. Charlotte, NC Oct 2009 - Aug 2010 < 1
Valic Investment Services Company Winter Park, FL Dec 1998 - Oct 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2010
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Kevin S. Nazworth
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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