Kevin Dery
Kevin Dery is a registered investment advisor at Wells Fargo Advisors, based in Ft. Lauderdale, FL, with 29 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
501 East Las Olas Blvd Suite 219, Ft. Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2023Customer Dispute
December 2023Customer Dispute
August 2010Customer Dispute
December 2004Customer Dispute
May 2004Other Business Activities
Kevin owns multiple rental properties in Florida and North Carolina, dedicating minimal time to each. He is also a trustee for the F5 Wealth Management 401k and has 100% ownership of F5 Wealth Management LLC, dedicating minimal time to each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fiserv Investor Services, INC.Broker
Nationsbanc Investments, INC.Broker
Barnett Investments, INC.Broker
Olde Discount CorporationBroker
State Registrations35 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.