Kevin
Landis
The Retirement Group, LLC
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About this Advisor
Kevin Landis is a certified financial planner working out of Colleyville, Texas with a total of 5 years of relevant experience. Landis currently works for The Retirement Group, LLC. Their career trajectory has included roles at Fsc Securities Corporation and The Retirement Group, LLC. Landis holds a Series 63 license, designating them as a securities agent, and is approved to serve investors in Louisiana and Texas. The Retirement Group, LLC is an advisory business operating out of San Diego, CA. It has offices in 11 locations and a total of 30 people on staff. It has $437 million in assets across its 1,651 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 1,651 customer accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. However, fees charged by The Retirement Group, LLC likely are comprised of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Retirement Group, LLC Brokerage Details
$437,414,376
30
1,651
$264,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Kevin Landis Work History
Kevin has been registered as a financial advisor for 5 years.*
The Retirement Group, LLC
Fsc 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 Landis 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 The Retirement Group, LLC
Lewisville, NC
Austin, TX
Hayden, ID
San Diego, CA
Houston, TX
Colleyville, TX
San Diego, CA
San Diego, CA
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.