Unclaimed Profile

Kevin Mcclain Harris

ASPIREON WEALTH ADVISORS, LLC·SAN ANTONIO, Texas

Series 7, Series 31, Series 63, Series 65, Series 66Clean record16 years registeredASPIREON WEALTH ADVISORS, LLC

1900 NW LOOP 410, SAN ANTONIO, TX 78213CRD# 3129566Firm CRD# 150508

Profile Verification

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

Identity

Kevin Mcclain Harris · SAN ANTONIO, TX

Registration

CRD #3129566 · ASPIREON WEALTH ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASPIREON WEALTH ADVISORS, LLC

TPB WEALTH ADVISORS, LLC

Jan 2017 – Feb 2023

SAN ANTONIO, TX

REDHAWK OPPORTUNITY PARTNERS

May 2016 – Jan 2017

AUSTIN, TX

TITLEIST ASSET MANAGEMENT, LTD.

Jan 2015 – Sep 2015

SAN ANTONIO, TX

COVENANT MULTI-FAMILY OFFICES, LLC

Mar 2010 – Aug 2012

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · March 1, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TPB WEALTH ADVISORS, LLC

CRD 150508 · SEC 801-70282

Employees

Total firm employees

Services offered by TPB WEALTH ADVISORS, LLC

Per Form ADV

Other

View all advisors at TPB WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Mcclain Harris offer?

Kevin Mcclain Harris is a registered financial advisor in SAN ANTONIO, Texas.

What are Kevin Mcclain Harris's credentials?

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

Where is Kevin Mcclain Harris located?

Kevin Mcclain Harris is based in SAN ANTONIO, Texas, last registered with ASPIREON WEALTH ADVISORS, LLC.

How does Kevin Mcclain Harris charge for services?

Kevin Mcclain Harris's firm is compensated through other: none. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASPIREON WEALTH ADVISORS, LLC?

ASPIREON WEALTH ADVISORS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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