Kevin Sweeney is a registered investment advisor at Wells Fargo Advisors, based in Fresno, CA, with 23 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
8080 N Palm Ave, Ste 106, Fresno, CA, 93711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns rental properties in Bass Lake and Clovis, CA, through Chardonnay Chalet LLC. He also owns Sweeney Financial, a financial practice, dedicating minimal time to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
State Registrations7 states
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