Kevin Kuo is a registered investment advisor at Kevin Investments, based in Tampa, FL, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $1,000 to $10,000
- Hourly consulting — $300 to $600 per hour
Location
8635 W Hillsborough Ave, #148, Tampa, FL, 33607
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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 works as an endodontist and root canal specialist with Kevin Dental, PLLC, receiving a percentage of production for patient care. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Kevin Investments
State Registrations1 state
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