Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dale Britt is an Investment Advisor Representative and holds Series 7, Series 31, Series 63, and Series 65 licenses. Britt has been in the industry since 2000 and is currently employed with MFS Institutional Advisors Inc. in the Boston, MA office. Britt has prior experience at INVESCO DISTRIBUTORS, INC., BANC ONE SECURITIES CORPORATION, and DEAN WITTER REYNOLDS INC. Britt's specialties include providing portfolio management services to individuals, businesses, pooled investment vehicles and investment companies.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
10/06/2014 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
TX
12/21/2000 - 09/02/2014
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IL
06/16/2000 - 10/09/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/21/1999 - 05/15/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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