Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees for Research Services are separately negotiated with each institutional client and payable quarterly as invoiced. Additional services may require additional fees. BofAS may receive compensation from other products or services clients use.
Advisor Information
Office location
101 E Kennedy Blvd, Gbam - Global Ficc - Mbam - Public Municipal Mkts, Tampa, FL, 33602
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin is an advisory board member for First Tee of Tampa Bay, a charitable organization, dedicating minimal time. He also owns rental property and is a general partner/managing member of Bison 1 LLC, a personal investment vehicle, dedicating minimal time to each.