Kevin
Hough

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5253415
Investment Advisor
in Lakewood, CO

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About this Advisor

Kevin Hough is a financial advisor operating in Lakewood, Colorado, who has 5 years of relevant experience. Hough works at Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Mutual Of America Life Insurance Company, Mutual Of America Securities Corporation, Edward Jones, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Hough maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Alabama, Colorado, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, New Jersey, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is an advisory company operating out of New York, NY. It has offices in 136 locations and a total of 1,235 people on staff. It has $31 billion in assets under management between its 76,892 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 22 charitable organizations. Of its 76,892 client accounts, 62% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on which services are provided. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

Lakewood, CO

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

CO Average: $7,464,549,021
Total Number of Employees

1,235

CO Average: 88
Total Number of Accounts

76,892

CO Average: 3,892
Average Account Size

$401,951

CO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kevin Hough Work History

Kevin has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Tiaa

2018 - Present (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2017 - 2017 (< 1 year)

Edward Jones

2012 - 2016 (4 years)

Mutual Of America Life Insurance Company

2012 - 2016 (4 years)

Mutual Of America Securities Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Hough to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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