Kevin Braddock
Advisor at &PARTNERS
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Estill, SC
Credentials
Series 66
Industry experience
16 years
About
Kevin Braddock is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Heartwood Financial Group, Commonwealth Financial Network, Wells Fargo Advisors, and Edward Jones. He is also the owner of Heartwood Financial Group, LLC. \u0026PARTNERS serves a diverse client base including individuals across wealth levels, retirement plans, charitable organizations, and private business owners. The firm offers a wide range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models.
Client services
Based on &PARTNERS
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Expertise
Based on &PARTNERS
Wealth management
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Financial Planning Fee, Estate/Trust/Family Office Administration Consulting Fee, Consulting Fee - negotiated fixed fees as agreed with client
Brokerage commissions on certain transactions; commissions received from mutual funds and insurance products
Hourly Consulting Fee as agreed with client, invoiced monthly
Research Report Services fee of $500/month
Minimum fee: $40 annual fee if account is below Envestnet recommended minimum for Tax Overlay Services Fee-only: Financial Planning Fee, Estate/Trust/Family Office Consulting Fee, Hourly Consulting Fee, Consulting Fee - all negotiated fixed or hourly fees as agreed with client
Location
Estill, SC
Most active in
Kevin B has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas
Work history
&Partners
2025 - Present (1 year)
Heartwood Financial Group
2022 - 2025 (3 years)
Commonwealth Financial Network
2022 - 2025 (3 years)
Wells Fargo Advisors
2017 - 2022 (5 years)
Edward Jones
2009 - 2017 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Laurence B
Series 66
Estill, SC
Edward Jones
Laurence Buck is a Series 66-licensed financial advisor at Edward Jones in Estill, SC, with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as Co-Chairman of Friends of NRA Pinellas County, FL, where he coordinates fundraising events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products, operating under a fiduciary standard.
Michael T
Series 66
Hampton, SC
Edward Jones
Michael Thomas is a financial advisor at Edward Jones in Hampton, SC, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2016 and serves as a Lieutenant Colonel in the United States Army Reserve, where he is also an instructor for the Command General Staff Officer College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
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