Kevin Houser
Kevin Houser is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3570 Hamilton Blvd, Suite 101 1st Fl, Allentown, PA, 18103
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2022Customer Dispute
November 2020Customer Dispute
November 2020Customer Dispute
July 2020Other Business Activities
Kevin owns a tax preparation business, KH Tax Prep, since 2008 and another business since 2015. He spends a few hours per week on these activities, including some time during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.