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Kevin Charles Webb

Advisor at GAMSG Financial Advisors LLC — Mc Donough, GA

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

11 years

Location

McDonough, GA

GAMSG Financial Advisors LLC

Independent

Total advisors

1

Clients per advisor

90 Very High

Avg AUM per client

$125,375 Very Low

HNW client ratio

14% Typical

About

Kevin Webb is the principal advisor at GAMSG Financial Advisors LLC in McDonough, GA, holding Series 63, 65, and 66 licenses with 11 years of industry experience. He has previously worked at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. Outside of his advisory work, he is the CEO and owner of Genesis Asset Management Strategies Group, an insurance brokerage firm offering employee benefits, property and casualty, health, and life insurance products. GAMSG Financial Advisors LLC primarily serves individual retail investors and employee benefit plans through discretionary portfolio management and financial planning. The firm employs a diversified investment approach across equities and fixed income, frequently monitors accounts, and maintains an active pension consulting practice.

Client services

Based on GAMSG Financial Advisors LLC

Portfolio management Pension consulting

Expertise

Based on GAMSG Financial Advisors LLC

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Percentage

$0 - $250,000: 1.53% annually $250,001 - $500,000: 1.28% annually $500,001 - $1,000,000: 1.18% annually $1,000,000 - $5,000,000: 1.03% annually $5,000,001+: 0.93% annually

Other

Account minimum: $100,000 Fee-only: 1% of plan assets for pension consulting services

Location

Mc Donough, GA

Mc Donough GA

Advisors at this office

1

Most active in

Georgia · Louisiana · Texas

Work history

11 years of industry experience

GAMSG Financial Advisors LLC

2022 - Present • 4 years

McDonough, GA

Genesis Asset Management Strategies Group

2013 - Present • 13 years

McDonough, GA

Nationwide Investment Advisors, LLC

2006 - 2013 • 7 years

Columbus, OH

Nationwide Investment Services Corporation

2006 - 2006 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Darrell R

Series 65

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Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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Bruce D

Series 63, Series 65

Ellenwood, GA

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Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

General retirement planning Income planning Wealth management Charitable giving & philanthropy
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Series 63, Series 65

McDonough, GA

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Debt management Cash flow / budgeting General tax planning Professional Athlete
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

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Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Ruel S

Series 65

Stockbridge, GA

Cereli Inc.

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Wealth management
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Douglas O

Series 65

McDonough, GA

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Active portfolio management Options & derivatives strategies Concentrated stock management Income planning
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