Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Vanderbilt is a financial advisor registered with the state of California. Kevin has been in the securities industry since 2005. Kevin is currently employed with Anfield Capital Management, LLC. Kevin has previously been employed by Northern Lights Distributors, LLC, Newport Coast Securities, Inc., Capital Investment Group, Inc., Foreside Fund Services, LLC, MBSC Securities Corporation and CitiCorp Investment Services. Kevin is a registered Investment Advisor Representative in California. Kevin holds Series 7, Series 6, Series 63, and Series 65 licenses.
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.
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.
Speaking engagements and presentations
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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CA
11/03/2016 - Present
Anfield Capital Management, LLC (IRVINE CA)
NE
09/08/2017 - 12/11/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NY
03/10/2016 - 09/01/2016
NEWPORT COAST SECURITIES, INC. (NEW YORK NY)
CA
05/29/2015 - 11/18/2015
CAPITAL INVESTMENT GROUP, INC. (COTO DE CAZA CA)
IL
10/19/2010 - 02/06/2015
FORESIDE FUND SERVICES, LLC (CHICAGO IL)
NY
02/28/2007 - 09/27/2010
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
12/16/2005 - 03/09/2007
CITICORP INVESTMENT SERVICES (FRANKLIN SQUARE NY)
IA
Issued 01/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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