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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Harrington is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Trust Advisory Group Ltd. as a Registered Representative and Investment Adviser Representative. Kevin Harrington holds Series 7, 63, 65, and 66 licenses as well as the SIE. He has experience working with high-net-worth individuals, families, businesses, and pension plans. Kevin Harrington offers a variety of financial planning services, including retirement planning, investment management, and estate planning. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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.
1
2
AL
03/04/2020 - Present
Trust Advisory Group Ltd. (BIRMINGHAM AL)
MA
09/12/2014 - 12/26/2019
LPL FINANCIAL LLC (CANTON MA)
MA
02/17/2009 - 09/12/2014
FINANCIAL TELESIS INC (CANTON MA)
CA
02/15/2006 - 12/31/2008
CAPITAL SOLUTIONS DISTRIBUTORS, LLC (CORTE MADERA CA)
CA
04/01/2005 - 03/08/2006
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
MA
10/20/2004 - 04/07/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/04/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
08/05/2000 - 10/09/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
04/07/2000 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 06/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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