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About Integrated Financial Group |
As a national media recognized LPL Financial Advisor and Partner in one of the largest financial
planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies
around pursuing his clients' goals and dreams for themselves and their families before and during
retirement. He specializes in assisting people who find themselves in a life event that is
financially impacting their lives such as divorce, death of a spouse, pending retirement,
inheritance, stock option grants and employment contracts. We work often with women who are
dealing with challenges in their lives, as well as the unique needs of sports and entertainment
professionals.
Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive
Compensation, Risk Management. |
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General Information |
| Years of Experience in Financial Services: |
18
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| Work Experience: |
Recent Successes include:
Being included in the list of "Advisors That You Need To Know", in The Wall Street Journal.
Listed in Advisors To Know in Dec. 2017 Forbes Magazine
A multi-year winner as one of Atlanta's 5-Star Wealth Management Professionals (2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022).*
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| States Licensed in: |
AL, CA, FL, GA, IN, MD, MI, NY, NC, SC, TN, WI, WVA
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| Name of Custodial Firm: |
LPL Financial
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| Number of Years with Current Firm: |
13
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
LPL Financial
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| States Willing to do Business in: |
While our office is located in Atlanta, we serve clients throughout the United States.
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| Advisory Services Provided: |
Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
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Education |
| Academic Background |
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| I received my bachelor's degree from the
University of Alabama at Tuscaloosa where I
majored in Marketing. I completed The Executive
Program for Financial Planning Certification (CFP)
offered by the University of Georgia's Terry
College of Business and I have earned the
Accredited Wealth Manager (AWMA) designation from
The College of Financial Planning in Denver as
well as the Certified Fund Specialist (CFS)
designation from the Institute of Business &
Finance in San Diego. I hold the Series 7 -
General Securities Representative, Series 31 -
Managed Futures, Series 63 - Uniform Securities
Agent and Series 65 ? Uniform Investment Advisor
registrations. |
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFS, AWMA®
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| Securities Licenses: |
Series 7, Series 63, Series 65
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
■ Committee Chairman, North Fulton County March of
Dimes (2008-2009)
■ Advisory Board Member, St. Jude's Golf for the
Kids Invitational
■ Member, Barnwell Elementary School Board
■ Former Member, Technology Association of
Georgia?s CEO High-Tech Council
■ Former Member, American-Israeli Chamber of
Commerce, Telecommunications Committee
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Compliance |
| Criminal Disclosures in Last 5 years: |
I have a clean record
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Additional Details on Charges: |
Fees are based on the assets that we manage.
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| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
250,000
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Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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We have a very high rate of client retention and haven't felt the need to implement such a policy at this time. |
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| Q. |
What are your qualifications? What is your education background? |
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I received my BA degree from the University of Alabama where I majored in marketing. He completed The Executive Program for Financial Planning Certification (CFP) at the University of Georgia. Additionally, I've earned the AWMA and CFS designations. I hold the Series 7, 31, 63, and 65 federal and state licenses. I am currently working towards my Masters in Financial Planning. |
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| Q. |
How are you compensated? How will I pay for your services? |
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I am happy to discuss this individually with any prospect. |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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In terms of financial planning and advice. I work personally with each of my clients. I have available staff members to support client-specific issues like address changes, moving funds, client portal access, etc. |
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Will you be the only person working with me? |
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We will discuss your preferences and put together a plan accordingly on this issue. |
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| Q. |
Do you offer any guaranteed results? |
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No we don't. No one can (or should) guarantee results as the market performance in the future is not known. |
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How much risk should I be willing to take? |
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This depends on your individual experiences with money. We spend a good deal of time discussing this issue and always try to expose clients to the least amount of investment volatility as possible, while attempting to meet their stated goals. |
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| Q. |
Have you ever been charged with any breaches? |
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What services do you offer? |
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Financial Planning Services, Investments, Risk Management, Estate Planning, Debt Management, Cash Flow and Tax |
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| Q. |
Why should I choose you as my financial advisor? |
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I believe in first developing a financial plan for each client, taking into account their near and long-term goals and based on "stress-testing" the investment and spending assumptions in a variety of investment environments, I will determine the best investment strategy for the client. |
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How do you charge for your services? |
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Typically, I charge a percentage of Assets Under Management (AUM). The percentage is based on the amount. |
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What services do you provide? What are your specialties? |
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Less than 2% of US advisors offer their clients what we provide...I am an independent, licensed, fee-based advisor who acts as a fiduciary for my clients. We provide comprehensive advice and believe in using a diversified investment strategy with low-cost, tax-efficient investments. |
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What is your experience? How many clients do you currently manage? |
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I've been working in the financial advisor space for over 10 years. In terms of the number of clients that I have, I am happy to discuss this individually with any prospect. |
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What financial institution(s) do you represent? |
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I am an independent advisor, meaning I work with a number of financial institutions, depending on the product requirement for my client. Some of the options include products from LPL Financial, Dimensional Funds, Genworth Financial Trust, Goldman Sacks, and JP Morgan to name a few. |
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What are your management fees? |
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We don't provide 401K services |
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