Kevin
Ferm
Equitable Advisors, LLC
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About this Advisor
Kevin Ferm is a financial advisor who works in Englewood, Colorado, who has been in the advisory business for 18 years. Ferm is on the advisory team at Equitable Advisors, LLC. The advisor has gained experience at Axa Advisors, LLC and Equitable Advisors, LLC. Ferm has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona, Colorado, Michigan, Texas and Wyoming. Equitable Advisors, LLC is a firm headquartered in Englewood, Colorado. The investment advisory business has offices in 867 locations and a total of 5,450 advisors. It manages $28 billion in total assets across its 70,048 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 166 charitable organizations. Of its 70,048 customer accounts, 42% are held by high-net-worth investors who have greater than $1 million in assets. The company offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules depend on which service is provided. Fee types billed by Equitable Advisors, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Equitable Advisors, LLC Brokerage Details
$27,972,405,590
5,450
70,048
$399,332
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Ferm Work History
Kevin has 18 years of experience.
Equitable Advisors, LLC
Axa Advisors, LLC
Disclosures
Kevin Ferm has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Equitable Advisors, LLC
Charlotte, NC
Bellevue, WA
Massapequa, NY
Woodland Hills, CA
Secaucus, NJ
Edison, NJ
Austin, TX
St. Louis, MO
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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