Kevin Rest, financial advisor West Lawn PA

Kevin Rest

CRD Number: 5043871
Current Firm: Transamerica Financial Advisors, Inc.

Kevin Rest (CRD# 5043871) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in West Lawn, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. West Lawn, PA Jan 2012 - Current 9
D&l Distributiors Myerstown, PA Nov 2008 - Current 13
Gimont And Associates West Lawn, PA Jan 2007 - Current 14
Quick Courier Service Plymouth Meeting, PA Oct 2006 - Current 15
Wfg West Lawn, PA Aug 2004 - Current 17
Investment Adisors International, Inc. West Lawn, PA Jan 2009 - Jan 2012 3
Wgs West Lawn, PA Oct 2005 - Jan 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Kevin S. Rest
Phone Number: 727-299-1800
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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