Unclaimed
Kevin Stuart Hallam is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Kevin has been in the industry since 2009 and is registered with FINRA and the state of Georgia, as well as with several other states. Kevin has experience in financial planning and portfolio management for individuals and businesses. Kevin also offers educational seminars and market timing services. Kevin is committed to providing his clients with the highest quality investment advice and services.
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
GA
06/19/2024 - Present
Cambridge Investment Research Advisors, Inc. (Johns Creek GA)
GA
10/03/2014 - 10/31/2019
TRIAD ADVISORS LLC (Peachtree Corners GA)
GA
11/12/2009 - 09/30/2014
RESOURCE HORIZONS GROUP LLC (NORCROSS GA)
BOTH
Issued 01/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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