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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 McDougall is a financial advisor at Thurston Springer Advisors. Kevin has been working in the financial services industry since July 2011. Kevin holds the Series 66, Series 7, and SIE licenses and is registered in Florida, Indiana, Montana, North Carolina, and Texas. Kevin specializes in providing financial planning, portfolio management, and educational seminars. Thurston Springer Advisors manages approximately $1 billion to $10 billion in assets for individual, high-net-worth, and institutional clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IN
03/14/2022 - Present
Thurston Springer Advisors (INDIANAPOLIS IN)
IN
11/06/2015 - 05/31/2019
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IN
03/19/2013 - 11/13/2015
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
IN
09/27/2012 - 03/26/2013
AXA ADVISORS, LLC (INDIANAPOLIS IN)
IN
07/01/2010 - 09/09/2011
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
BOTH
Issued 07/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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