KB
KB

Kevin Barros

1 Year of Experience
Coral Gables, FL
Broker

Kevin Barros is a registered investment advisor, based in Coral Gables, FL, with 1 years of industry experience.

Location

2811 Ponce De Leon Blvd., Suite 710, Coral Gables, FL, 33134

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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 Activities

Kevin works as an Investment Advisor Representative for Balanz Advisors LLC since February 2024. This takes about a quarter of his time.

Employment History
Current Registrations
Balanz Capital USA LLCBroker
October 2024 - Present · 1 yr 7 mos
Balanz
April 2024 - Present · 2 yrs 1 mo
State Registrations2 states
FLNY
AdvisorBrokerBoth

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 Barros - Financial Advisor | TrueAdvisor