Distance Only Inverness, IL
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Kevin Koykar (CRD# 5569907) is an Investment Advisor Representative working at Gradient Advisors, LLC in Inverness, IL and has over 11 years of experience in the finance industry. Kevin Koykar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Lavicka (CRD# 2406287) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Inverness, IL and has over 26 years of experience in the finance industry.