Kevin Alan Galvez

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 11/2019
  Hd Vest Investment Services
  Cypress, CA
• 02/2024 → Present
  Wealth Enhancement Group
  Los Angeles, CA
• 04/2025 → Present
  Wealth Enhancement Advisory Services
  Los Angeles, CA
• 11/2019 → 10/2021
  Gregory W Beck Cpa
  Anaheim, CA
• 10/2021 → 01/2024
  Chatterton & Associates, The Wealth Management Team
  Anaheim, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-26

Designations

• Certified Financial Planner

Other Names

• Kevin Alan Galvez
• Kevin Galvez