Kevin Spafford is a CFP, ChFC-designated registered investment advisor, based in Chico, CA, with 27 years of industry experience.
Location
116 Henshaw Ave, Chico, CA, 95973
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a member/founder of Legacy by Design, LLC, where he writes columns, speaks at industry events, and consults with family businesses, dedicating about a quarter of his time. He also participates on the finance council for St. John the Baptist Catholic Church, spending minimal time and receiving no remuneration.
Employment History
Current Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
Previous Registrations
Ryan Wealth Management
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Legacy by Design
Investment Advisors
Proequities, INC.Broker
Legacy by Design
LPL Financial Corporation
LPL Financial CorporationBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Farm Vp Management CORP.Broker
State Registrations3 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.