KM
KM

Kevin Dean Moss

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,216 clients
Average Client Portfolio
$220K average
Assets Under Management
$267.4M

Fee Structure

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Location

Arlington, TX

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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 may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. The sale of fixed insurance products will take about half of Kevin's time.

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Optivise Advisory Services LLC
May 2019 - December 2020 · 1 yr 7 mos
Panthrex Asset Management LLC
May 2016 - December 2019 · 3 yrs 7 mos
Callaway Financial Services, INC.Broker
January 2010 - March 2016 · 6 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
April 2007 - January 2010 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.