Kevin Halifax
Kevin Halifax is a registered investment advisor at Wells Fargo Advisors, based in Pinellas Park, FL, with 18 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
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
7323 Park Blvd, Pinellas Park, FL, 33781
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2018Customer Dispute
November 2011Customer Dispute
November 2008Other Business Activities
Kevin holds an inactive Florida real estate license since 2010, but it is not investment-related. He dedicates minimal time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Euro Pacific Capital, INC.
Euro Pacific Capital, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward JonesBroker
State Registrations11 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.
Exams
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