Kevion Latham, financial advisor Saint Louis MO
96 score

Kevion Latham

CRD Number: 6045782
Current Firm: Signify Wealth LLC

Kevion Latham (CRD# 6045782) is an Investment Advisor Representative working at Signify Wealth LLC in Saint Louis, MO and has over 5 years of experience in the finance industry. Kevion Latham 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Beaver, PA Mar 2014 - Oct 2017 3
Raymond James Financial Services, Inc. Beaver, PA Feb 2014 - Oct 2017 3
Ft. Mcintosh Group LLC Beaver, PA Mar 2014 - Mar 2016 2
Bank Of America, N.a. Upper Siant Clair, PA Aug 2012 - Feb 2014 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Pittsburgh, PA Mar 2012 - Feb 2014 1
Pnc Financial Group Pittsburgh, PA Feb 2011 - Apr 2012 1
Unemployed Greensboro, NC Jan 2011 - Feb 2011 < 1
Penn State University University Park, PA Jun 2007 - Dec 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Kevion L. Latham
Phone Number: 314-222-0295
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
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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