Kevin Mcwilliams
Kevin Mcwilliams is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lakeland, FL, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
4927 Southfork Dr, Lakeland, FL, 33813-2043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns commercial real estate and Derby Day Investment of Lakeland LLC, where he collects rent and pays the mortgage. He also owns Kevin McWilliams Enterprises Inc. to manage his Ameriprise practice and consults with his wife about her veterinary business, spending a few hours per week on each activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
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