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CFP
KH
CFP

Kevin Hussey

Private Advisor Group, LLC
20 Years of Experience
Henderson, NV
Sells Insurance
View SEC Summary
View SEC Summary

Kevin Hussey is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Henderson, NV, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

701 N Green Valley Parkway, Suite 204, Henderson, NV, 89074

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kevin uses Rockwell Advisors for his investment advice through Private Advisor Group, dedicating nearly full-time hours to this. He also sells insurance products as an independent agent, which is a separate business and also takes nearly full-time hours.

Employment History
Current Registrations
Private Advisor Group, LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Private Advisor Group, LLC
February 2023 - June 2023 · 4 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2022 · 3 yrs 8 mos
Strategic Advisers LLC
January 2014 - July 2018 · 4 yrs 6 mos
Fidelity Brokerage Services LLCBroker
July 2005 - March 2022 · 16 yrs 8 mos
State Registrations1 state
NV
Advisor

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.
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