Kevin Buenvenida (CRD# 5349247) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Midlothian, VA and has over 16 years of experience in the finance industry. Kevin Buenvenida 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.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | May 2019 - Current | 4 |
| Td Ameritrade | Glen Allen, VA | Oct 2017 - Apr 2019 | 1 |
| Unemployed | Washington, DC | Mar 2017 - Oct 2017 | < 1 |
| Morgan Stanley Smith Barney LLC | Washington, DC | Jun 2016 - Mar 2017 | < 1 |
| Morgan Stanley Private Bank, N.a. | Washington, DC | Jun 2016 - Mar 2017 | < 1 |
| Morgan Stanley Smith Barney LLC | Mclean, VA | Sep 2015 - Jun 2016 | < 1 |
| Morgan Stanley Smith Barney LLC | Mclean, VA | Nov 2014 - Aug 2015 | < 1 |
| Rbc Capital Markets Corporation | Mclean, VA | Mar 2009 - Nov 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- VA
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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