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Kevin Robert Tully

Foreside Fund Services, LLC

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About Kevin Robert Tully

Kevin Robert Tully is a financial professional with over 20 years of experience in the industry. Kevin has a wide range of experience in the securities industry, with previous roles at firms such as DCM Brokers, LLC, DWS Investments Distributors, Inc, STARFN, Bluesuit Securities, Inc., and Kemper Distributors, Inc. Currently, Kevin is registered with Foreside Fund Services, LLC, a firm that provides a variety of services to investment funds, including administration, custody, and distribution. Kevin holds Series 3, 6, 7, and 63 licenses and is registered in several states, including Illinois, Indiana, Iowa, Michigan, Minnesota, Ohio, Texas, and Wisconsin.

Firm Information

Kevin Tully is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin Tully’s Registration & Firm History

TX

07/21/2014 - Present

Foreside Fund Services, LLC (DALLAS TX)

IL

09/02/2009 - 06/17/2014

DCM BROKERS, LLC (CHICAGO IL)

IL

04/15/2003 - 05/28/2009

DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)

IL

11/19/2001 - 03/07/2002

STARFN (CHICAGO IL)

IL

02/28/2001 - 09/07/2001

BLUESUIT SECURITIES, INC. (CHICAGO IL)

IL

03/02/1998 - 02/02/2001

KEMPER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2009

Series 3 - National Commodity Futures Examination

BC

Issued 07/16/1998

Series 7 - General Securities Representative Examination

BC

Issued 09/26/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Robert Tully.
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