Kevin Bruce Lozer
CFP®Professional Summary
Kevin Bruce Lozer, CFP®, who also goes by Kevin Bruce Loser, Kevin B. Lozer, Kevin Lozer, is a registered financial advisor currently at OAKTON FINANCIAL, LLC located in Reston, Virginia. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kevin has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Investment Management
- Tax Planning
- Financial Planning
- Education Funding
Other Aliases
Kevin Bruce Loser, Kevin B. Lozer, Kevin Lozer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
OAKTON FINANCIAL | OAKTON FINANCIAL, LLC
Contact Information
Main Address
11710 Plaza America Drive Suite 2000, Reston, VA 20190Phone Number
(703) 871-5014# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
42AUM (Assets Under Management)
$20,381,198Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/30/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kevin Bruce Lozer's CRS (Customer Relationship Summary).
Services Offered by Kevin
- Retirement Planning
- Investment Management
- Tax Planning
- Financial Planning
- Education Funding
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