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Kevin James Floyd

POMONA WEALTH MANAGEMENT, LLC·RICHLAND, Washington
Unclaimed Profile
644 STEWART DRIVE, RICHLAND, WA 99352CRD# 5593632Firm CRD# 329171
01

About

Kevin James Floyd is a registered financial advisor based in RICHLAND, Washington, affiliated with POMONA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
POMONA WEALTH MANAGEMENT, LLC
POMONA WEALTH MANAGEMENT, LLC
AUM
$105M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at POMONA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5593632
Firm CRD# 329171
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin James Floyd offer?
Kevin James Floyd specializes in Financial Planning, Investment Management. Contact their office in RICHLAND, Washington for a consultation.
What are Kevin James Floyd's credentials?
Kevin James Floyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin James Floyd located?
Kevin James Floyd is based in RICHLAND, Washington, working with POMONA WEALTH MANAGEMENT, LLC. Their office serves clients in the RICHLAND metropolitan area and surrounding communities.
How does Kevin James Floyd charge for services?
Kevin James Floyd's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POMONA WEALTH MANAGEMENT, LLC?
POMONA WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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