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Kevin Roe
from Newport Global Advisors L.p.
Kevin Roe is a financial advisor based in Texas, The Woodlands,
with 30 years of experience. Kevin currently works for
Newport Global Advisors L.p..
Kevin maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kevin Roe works at Newport Global Advisors L.p.
Newport Global Advisors L.p. is a financial advisory firm based in The Woodlands, Texas. It currently has approximately $472,627,208 of assets under management and employs about 8 people. Newport Global Advisors L.p. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
21 Waterway Avenue, Suite 150, The Woodlands, Texas, 77380
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