Kevin NazworthCRD 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Tiaa-cref Individual & Institutional Services, LLC||Tampa, FL||Oct 2009 - Current||8|
|Tiaa||Tampa, FL||Oct 2009 - Current||8|
|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|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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