KW

Kevin C. Webb

GAMSG FINANCIAL ADVISORS
McDonough, GA
Some features on this profile are disabled
CRD#: 4662524
KW

Professional summary


Kevin Charles Webb is a registered financial advisor currently at GAMSG FINANCIAL ADVISORS LLC located in Mcdonough, Georgia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kevin has worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 24 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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Kevin Charles Webb'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®
None

Experience


Current

May 18, 2022 - Present

GAMSG FINANCIAL ADVISORS LLC

RIA
CRD#: 320725
McDonough, GA
Past

November 15, 2013 - August 10, 2015

PREMIER SECURITIES OF AMERICA, INC.

BD
CRD#: 127022
SUWANEE, GA
Past

May 30, 2013 - August 15, 2013

DEMPSEY LORD SMITH, LLC

RIA
CRD#: 141238
STONE MOUNTAIN, GA
Past

May 21, 2013 - August 15, 2013

DEMPSEY LORD SMITH, LLC

BD
CRD#: 141238
STONE MOUNTAIN, GA
Past

December 5, 2006 - May 3, 2013

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

August 16, 2006 - December 5, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA
CRD#: 7110
MEMPHIS, TN
Past

October 14, 2004 - May 3, 2013

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
MEMPHIS, TN
Past

April 2, 2004 - September 10, 2004

GPC SECURITIES, INC.

BD
CRD#: 14007
ATLANTA, GA

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
Georgia
(5/18/2022)
IAR
Louisiana
(10/2/2023)
IAR
Texas
(10/17/2023)

Exams


State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/23/2011
General Securities Principal Examination

Current Firm


GF
GAMSG FINANCIAL ADVISORS LLC
GAMSG FINANCIAL ADVISORS LLC

CRD#: 320725 / SEC#:

Georgia
Registered Investment Advisory firm - (5/18/2022 Approved)
Louisiana
Registered Investment Advisory firm - (10/2/2023 Approved)
Texas
Registered Investment Advisory firm - (10/17/2023 Conditional Restricted)
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Contact information


Main Address
385 Astoria Way, Mcdonough, GA 30253
Mailing Address
Phone number
(404) 769-1401
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts92
AUM (Assets Under Management)$ 13,472,860

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GAMSG FINANCIAL ADVISORS LLC

CRD#: 320725Mcdonough, GA

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