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Kevin Michael Webb

ACCORD ASSET PARTNERS, LLC·SAN DIEGO, California
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12680 HIGH BLUFF DRIVE, SUITE 150, SAN DIEGO, CA 92130CRD# 7654838Firm CRD# 323962
01

About

Kevin Michael Webb is a registered financial advisor based in SAN DIEGO, California, affiliated with ACCORD ASSET PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ACCORD ASSET PARTNERS, LLC
ACCORD ASSET PARTNERS, LLC
AUM
$168M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ACCORD ASSET PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7654838
Firm CRD# 323962
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Michael Webb offer?
Kevin Michael Webb specializes in Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Kevin Michael Webb's credentials?
Kevin Michael Webb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Michael Webb located?
Kevin Michael Webb is based in SAN DIEGO, California, working with ACCORD ASSET PARTNERS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Kevin Michael Webb charge for services?
Kevin Michael Webb's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCORD ASSET PARTNERS, LLC?
ACCORD ASSET PARTNERS, LLC has approximately 15 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACCORD ASSET PARTNERS, LLC

Christopher James Lackner
SAN DIEGO, CA
Stacie Sungeun Kim
SAN DIEGO, CA
Joshua Evans Merrill
SAN DIEGO, CA

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Research
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