KB
CFA
KB
CFA

Kevin Bechtel

5 Years of Experience
Austin, TX
Broker

Kevin Bechtel is a CFA-designated registered investment advisor, based in Austin, TX, with 5 years of industry experience.

Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

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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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Employment History
Current Registrations
Dfa Securities LLCBroker
August 2024 - Present · 1 yr 9 mos
Dimensional Fund Advisors LP
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Simarian Enterprises LLC
March 2019 - March 2020 · 1 yr
Vanguard Marketing CorporationBroker
July 2016 - December 2018 · 2 yrs 5 mos
State Registrations1 state
TX
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.
Kevin Bechtel - Financial Advisor | TrueAdvisor