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Kevin Force

Kevin Force

FORCE ACRES
New Braunfels, TX
Some features on this profile are disabled
CRD#: 5565403
Kevin Force

Professional summary

Kevin Force, AIF®, CFP® is a registered financial advisor currently at FORCE ACRES, LLC located in New Braunfels, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kevin has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Insurance Planning
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
AUM
Financial Psychology/Coaching
Generation X
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
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 Force is currently employed as the Tutor/Teacher at Kevin Force. This activity accounts for approximately 25% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Force'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

March 12, 2020 - Present

FORCE ACRES, LLC

RIA
CRD#: 306946
New Braunfels, TX
Past

June 13, 2016 - November 13, 2019

PAX FINANCIAL GROUP

RIA
CRD#: 284164
SAN ANTONIO, TX
Past

December 3, 2013 - September 14, 2016

ADVISOR RESOURCE COUNCIL

RIA
CRD#: 164109
SAN ANTONIO, TX
Past

February 6, 2013 - October 29, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN ANTONIO, TX
Past

April 17, 2009 - July 17, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN ANTONIO, TX

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
Texas
(3/12/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/22/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/10/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/8/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/17/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FORCE ACRES, LLC
FORCE ACRES, LLC

CRD#: 306946 / SEC#:

Texas
Registered Investment Advisory firm - (3/12/2020 Approved)
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Contact information

Main Address
New Braunfels, TX
Mailing Address
Phone number
(210) 296-9226
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts58
AUM (Assets Under Management)$ 22,007,196

Red Flags

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.

Company Information

FORCE ACRES, LLC

CRD#: 306946New Braunfels, TX

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