Kevin Underwood
Kevin Underwood is a registered investment advisor at Cetera Investment Advisers LLC, based in Gainesville, VA, with 21 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7410 Heritage Village Plaza, Gainesville, VA, 20155
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is an employee at Badger Sumrall & Co, CPAs, providing assistance with tax preparation and planning, dedicating about 10-20% of his time. He is also an independent insurance agent selling life and health insurance, and a partner/general partner at Twain Properties LLC, a rental property owner/management company.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
State Registrations8 states
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