KF
CFP
KF
CFP

Kevin Folino

2 Years of Experience
Camarillo, CA
Broker

Kevin Folino is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Camarillo, CA, with 2 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

333 N Lantana St, Suite 297, Camarillo, CA, 93010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin works as a Due Diligence Manager for Folino Tax & Financial Network, a financial services firm, since 2021. He spends full-time hours per week on duties such as pinpoint entry, BIC analysis, office admin support, client notes, and client transactions, with about half of his time during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
State Registrations21 states
AKAZCACOGAIDILINMDMOMSMTNCNMNVORTNTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.