Kevin Gaines is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Berwyn, PA, with 31 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
1055 Westlakes Drive, Suite 300, Berwyn, PA, 19312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns Molosser Group LLC, through which he operates a financial services practice, dedicating nearly full-time hours to it. He also uses American Financial Management Group (AFMG) and Sofia Financial as business names and co-hosts a retirement advice podcast, Take Back Retirement, dedicating minimal time to the podcast.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
American Financial Management Group, LTD.
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Allfirst Brokerage CorporationBroker
Paragon Capital CorporationBroker
State Registrations1 state
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