Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Scott Whiteford is a financial professional with over 20 years of experience in the financial services industry. Kevin is currently registered with Cambridge Investment Research Advisors, Inc. Kevin has previously worked with several other firms including Sagepoint Financial, Inc., American General Securities Incorporated, Franklin Financial Services Corporation, and Terra Securities Corporation. Kevin holds the Series 66, Series 24, SIE, and Series 7 licenses and is licensed in 23 states. Kevin provides financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Kevin's clients are located in a wide variety of geographic locations including Michigan, Illinois, Texas, California, Arizona, Colorado, Florida, Georgia, Idaho, Indiana, Iowa, Louisiana, Minnesota, Ohio, Pennsylvania, South Carolina, Tennessee, Utah, and Wisconsin.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
08/18/2016 - Present
Cambridge Investment Research Advisors, Inc. (SOUTH HAVEN MI)
IL
10/31/2008 - 01/16/2009
SAGEPOINT FINANCIAL, INC. (FRANKFORT IL)
IL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (FRANKFORT IL)
TX
12/22/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IL
12/07/1999 - 12/04/2000
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BOTH
Issued 03/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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