Kevin W. Truex

KEVIN W. TRUEX & ASSOCIATES

FREEHOLD, NJ

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CRD#: 1224430

Professional summary

Kevin Walter Truex, CFP® is a registered financial advisor currently at KEVIN W. TRUEX & ASSOCIATES located in Freehold, New Jersey.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Kevin has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

KEVIN W. TRUEX & ASSOCIATES POSITION: OWNER/ SOLE PROPRIETOR NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 50 START DATE: 06/30/1984 ADDRESS: 27 LONDON STREET, FREEHOLD NJ 07728, United States DESCRIPTION: CERTIFIED FINANCIAL PLANNER(CFP):INVESTMENT PLANNING, CASH FLOW PLANNING, TAX PLANNING, RETIREMENT PLANNING, RISK PLANNING, & ESTATE PLANNING. I ALSO PROVIDE BUSINESS PLANNING FOR SMALL BUSINESS OWNERS WHICH INVOLVES FINANCIAL PLANNING & ANALYSIS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Walter Truex's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

October 3, 2005 - Present

KEVIN W. TRUEX & ASSOCIATES

RIA

CRD#: 127853

FREEHOLD, NJ

Past

November 19, 1989 - October 2, 2024

OSAIC WEALTH, INC.

CRD#: 23131

FREEHOLD, NJ

Past

January 25, 1984 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(10/3/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/17/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1984

General Securities Representative Examination

Current Firm

KEVIN W. TRUEX & ASSOCIATES

KEVIN W. TRUEX & ASSOCIATES | TRUEX, KEVIN WALTER

CRD#: 127853 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/30/1984 Approved)

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Contact information

Main Address

Freehold, NJ

Mailing Address

Phone number

(732) 866-0900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Kevin W. Truex

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Walter Truex's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEVIN W. TRUEX & ASSOCIATES

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 9/17/1984

SIE

Date: 10/1/2018

Series 7

Date: 1/21/1984

Current Firm

KEVIN W. TRUEX & ASSOCIATES

Contact information

Documents

Red Flags

Company Information

KEVIN W. TRUEX & ASSOCIATES

TRUST BUT VERIFY

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