KK
CFP
KK
CFP

Kevin Kaylor

31 Years of Experience
Pawleys Island, SC
Broker

Kevin Kaylor is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Pawleys Island, SC, with 31 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

227 Business Center Dr, Pawleys Island, SC, 29585

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History

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.

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Employment History
Current Registrations
Wells Fargo Advisors
July 2008 - Present · 18 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2008 - Present · 18 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2001 - July 2008 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2001 - July 2008 · 7 yrs
First Union Securities, INC.Broker
October 1999 - August 2001 · 1 yr 10 mos
First Union Capital Markets CORP.Broker
September 1998 - October 1999 · 1 yr 1 mo
J.C. Bradford & CO.Broker
June 1995 - September 1998 · 3 yrs 3 mos
State Registrations28 states
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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.
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