Unclaimed Profile

Kevin Wayne Winters

ICP GROUP INVESTMENT MANAGER, LLC·DALLAS, Texas

Clean recordICP GROUP INVESTMENT MANAGER, LLC

500 N AKARD STREET, DALLAS, TX 75201CRD# 6269667Firm CRD# 219518

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Wayne Winters · DALLAS, TX

Registration

CRD #6269667 · ICP GROUP INVESTMENT MANAGER, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Wayne Winters is a registered financial advisor based in DALLAS, Texas, affiliated with ICP GROUP INVESTMENT MANAGER, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ICP GROUP INVESTMENT MANAGER, LLC

AUM

$236M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ICP GROUP INVESTMENT MANAGER, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6269667

Firm CRD# 219518

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Frequently Asked Questions

What services does Kevin Wayne Winters offer?

Kevin Wayne Winters specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Kevin Wayne Winters's credentials?

Kevin Wayne Winters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Wayne Winters located?

Kevin Wayne Winters is based in DALLAS, Texas, working with ICP GROUP INVESTMENT MANAGER, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Kevin Wayne Winters charge for services?

Kevin Wayne Winters's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ICP GROUP INVESTMENT MANAGER, LLC?

ICP GROUP INVESTMENT MANAGER, LLC has approximately 6 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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