KH
KH

Kevin Hadawi

26 Years of Experience
Southlake, TX
2 DisclosuresBroker

Kevin Hadawi is a registered investment advisor at Wells Fargo Advisors, based in Southlake, TX, with 26 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.

Loading...

Location

550 Reserve St., Ste 500, Granite Place, Southlake, TX, 76092

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2014
Denied
Customer Dispute
July 2012
Closed-No Action
Other Business Activities

Kevin is a board member for the City of Rockwall Architectural Review Board and the treasurer for the Children's Advocacy Center for Rockwall County. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
September 2004 - Present · 22 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 2004 - Present · 22 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2004 - Present · 22 yrs 1 mo
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
November 1999 - August 2004 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1999 - August 2004 · 4 yrs 10 mos
State Registrations12 states
ARCADEGAILINLAMEMONVOKTX
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.
More Advisors