KK
Kevin Kuo
KEVIN INVESTMENTS
TAMPA, FL 33607
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CRD#: 7890102
KK
Professional summary
Kevin Kuo is a registered financial advisor currently at KEVIN INVESTMENTS located in Tampa, Florida.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kevin has worked at 1 firm and has passed the Series 65 exam.
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.
Endodontist, root canal specialist, with Kevin Dental, PLLC. Paid a percentage of the production for patient care. 30 hours a week engaged in this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Kuo'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®
NoneExperience
Current
May 2, 2024 - Present
KEVIN INVESTMENTS
Office #1: 8635 W Hillsborough Ave #148, Tampa, FL 33607RIA
CRD#: 330513
TAMPA, FL
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
Florida(5/2/2024)
Current Firm
KI
KEVIN INVESTMENTS
KEVIN INVEST LLC | KEVIN INVESTMENTS
CRD#: 330513 / SEC#:
Florida
Registered Investment Advisory firm - (5/2/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8635 W Hillsborough Ave #148, Tampa, FL 33607
Mailing Address
Phone number
(734) 707-1505
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
KEVIN INVESTMENTS
CRD#: 330513Tampa, FL 33607TRUST BUT VERIFY
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