Kevin Won is a CFP-designated registered investment advisor, based in San Diego, CA, with 5 years of industry experience.
Location
5414 Oberlin Dr, Suite 220, San Diego, CA, 92121
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
October 2024 - Present · 1 yr 9 mos
Wealth Enhancement Advisory Services, LLC
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2023 - May 2024 · 6 mos
Fsc Securities CorporationBroker
July 2023 - November 2023 · 4 mos
The Retirement Group, LLC
September 2022 - June 2024 · 1 yr 9 mos
Lifepro Asset Management
July 2021 - October 2022 · 1 yr 3 mos
Baraban Securities, INC.Broker
November 1994 - March 1996 · 1 yr 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.