Kevin Flint is a CFP-designated registered investment advisor at Xypn Invest, based in Harrisonburg, VA, with 3 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Location
25 North Liberty Street, Suite 214, Harrisonburg, VA, 22802
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Regulatory History
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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Kevin teaches at James Madison University, dedicating a few hours per week. He is also a planning committee member and citizen committee member for Rockingham County, spending minimal time on these roles.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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.