Kevin
Dauphinee
Portsmouth - Smartlife Financial Group, LLC
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About this Advisor
Kevin Dauphinee is a financial advisor operating out of Las Vegas, Nevada, with 1 year of relevant experience. Dauphinee is currently employed by Portsmouth - Smartlife Financial Group, LLC. Over the course of their career, they have held roles at Cathay Consultants, The Wealthcare Center, Cathay Consultants LTD, Argentus Advisors, LLC, Anderson Wealth Management, LLC, Nylife Securities LLC, New York Life Insurance, Eagle Strategies LLC, Alphastar Capital Management, LLC, Gold Standard Wealth Management, LLC and Portsmouth Smartlife Financial Group LLC. Dauphinee has Series 66 and Series 63 licenses, certifying them as a securities broker, and can advise clients in California and Pennsylvania. Portsmouth - Smartlife Financial Group, LLC is a financial advisory business that has its headquarters in Atlanta, GA. The company has offices in nine locations and a total of 11 people on staff. It oversees $216 million in total assets across its 1,207 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The advisory firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees for financial management typically are based on which services are provided. Fees billed by Portsmouth - Smartlife Financial Group, LLC most likely consist of some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Portsmouth - Smartlife Financial Group, LLC Brokerage Details
$216,000,000
11
1,207
$178,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Kevin Dauphinee Work History
Kevin has been registered as a financial advisor for 1 years.*
Portsmouth Smartlife Financial Group LLC
Gold Standard Wealth Management, LLC
Alphastar Capital Management, LLC
Nylife Securities LLC
New York Life Insurance
Eagle Strategies LLC
Anderson Wealth Management, LLC
Cathay Consultants LTD
The Wealthcare Center
Argentus Advisors, LLC
Cathay Consultants
*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 Dauphinee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Portsmouth - Smartlife Financial Group, LLC
Cupertino, CA
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Atlanta, GA
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Bremerton, WA
Atlanta, GA
Atlanta, GA
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