Kevin Gates, financial advisor West Chester PA
93 score

Kevin Gates

CRD Number: 3026619
Current Firm: Tfs Capital LLC

Kevin Gates (CRD# 3026619) is an Investment Advisor Representative working at Tfs Capital LLC in West Chester, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tfs Capital LLC Richmond, VA Jun 1999 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Kevin J. Gates
Phone Number: 888-837-4446
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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