Kevin RestCRD 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.
Foresight Financial Planning LLC
Rkl Wealth Management LLC
|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|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- 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
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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