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Virginia Beach Financial Advisors
Planning Solutions Group
One Columbus Center, 283 Constitution Drive, Suite 800
Virginia Beach, VA 23462
Advisor Profile
Name:  Kevin Moravek
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Disclaimer
Kevin Moravek is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies.

CRN200807-2018408

Business Description

I provide quality advice to my clients in order to increase my clients' chances to reach their financial goals relative to retirement planning, college funding planning, insurance solutions and estate planning.
 

General Information

Gender:    Male
CRD#:    3248248
Firm CRD#:    3978
Name of Broker/Dealer:    Lincoln Financial Advisors Corp.
States Licensed in:    CT, VA, NC, CA, CO, SC
Years of Experience in Financial Services:    9
Number of Years with Current Firm:    3
 

Education

Academic Background
 
BA, Political Science - Norwich University (1991)
 

Services

Investment Types:    International Mutual Funds, Alternative Investments, Annuities, Stocks, Bonds
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 65, Series 63
Insurance and Annuity Licenses:    Life, Health
 

Firm Information

Number of Advisors in Office:    Over 1000 employees
Firm's Number of Clients:    10000
Advisor's Number of Clients:    50
Assets Managed by Advisor:    $20,000,000
 

Compliance

Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Flat Fee, Commissions, Based on Assets
Additional Details on Charges:    I work to my clients best advantage. Fee based planning is not appropriate for clients seeking accumulation. Commission based transactions are frequently not appropriate for planning fee based estate planning clients.
Minimum Fee Charged for Managed Accounts:    $1,000
 
 
 
Prepared By: Kevin Moravek