Kevin Picard
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Kevin Picard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Advisors Financial NetworkApr 2026 to now
- Wells Fargo Clearing Services, LLCMay 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to May 2025
- Exp RealtyJun 2022 to Feb 2023
- Lwo, LLCJan 2021 to Feb 2023
- Coldwell BankerAug 2020 to Jun 2022
- Raymond James Financial Services Advisors Inc.Jul 2017 to Feb 2023
- Raymond James Financial Services, Inc.Jul 2017 to Feb 2023
- Raymond James and AssociatesNov 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4930307
- Firm CRD
- 19616