Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Doyle is a financial advisor with over 18 years of experience in the industry. Kevin has a strong background in financial planning, portfolio management, and investment advisory services. Kevin has experience working with individuals, corporations, charitable organizations and high net worth individuals. Kevin is currently registered with Osaic Institutions, Inc. and is licensed in multiple states, including Virginia, Maryland, Florida, West Virginia, North Carolina, and Arizona. Kevin is committed to providing his clients with personalized financial advice and solutions that are tailored to their individual needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
03/09/2020 - Present
Osaic Institutions, Inc. (Mechanicsville VA)
VA
08/21/2017 - 03/02/2020
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
11/26/2007 - 08/03/2017
SUNTRUST INVESTMENT SERVICES, INC. (GLEN ALLEN VA)
VA
01/14/2005 - 11/06/2007
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
MO
11/13/2002 - 11/05/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 04/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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