Kevin Won (CRD# 2550579) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in San Diego, CA and has over 3 years of experience in the finance industry. Kevin Won 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.
CRD# 2345668
Ameriprise Financial Services, LLC
CRD# 2218480
Sovran Advisors, LLC
CRD# 5110554
Worthpointe
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Advisory Services | San Diego, CA | May 2024 - Current | < 1 |
| Wealth Enhancement Group | San Diego, CA | May 2024 - Current | < 1 |
| Osaic Wealth, Inc. | San Diego, CA | Nov 2023 - Apr 2024 | < 1 |
| The Retirement Group, LLC | San Diego, CA | Aug 2022 - Apr 2024 | 1 |
| Fsc Securities Corporation | San Diego, CA | Mar 2023 - Nov 2023 | < 1 |
| Wonstar Financial | San Diego, CA | Jun 2005 - Aug 2022 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
| S63 | Uniform Securities State Law Examination | Dec 2022 |
- CA
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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