West Palm Beach, FL Office

Team
Updated today

Client AUM

$202,092,404

Clients

1,257

Advisors

2

Of 38 advisors across 23 offices

Location

700 S. Rosemary Ave, Suite 204

West Palm Beach FL 33401

Advisors at this office

2

Advisors at this office

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Richard R

Series 66

West Palm Beach, FL

Kcd Financial, Inc.

Richard Robinson is a financial advisor at KCD Financial, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining KCD Financial, he worked at Guided Financial Advisors and has a varied background including work at Florida Atlantic University and in the service industry. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm provides asset management, financial planning, and portfolio appraisal services to individuals, corporate plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Nicholas S

Series 66

West Palm Beach, FL

Kcd Financial, Inc.

Nicholas Sowers is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Wealth Securities and Florida Financial Advisors. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers tailored asset management and financial planning services, utilizing third-party platforms and managers to implement a range of investment strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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