Years of Experience
5-20+ Years
ROCKLAND, DE
0 Disclosures
ADVISOR BIO
Kevin Dombrowski is an Investment Advisor Representative at Grey Fox Wealth Advisors, LLC, based in Rockland, DE. Kevin specializes in providing financial planning, portfolio management, and pension consulting services to a diverse clientele, including individuals, high-net-worth individuals, families, businesses, charitable organizations, and retirement plans.
SPECIALIZATIONS
Newark, DE
8 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Alex Carroll is a registered representative with J.P. Morgan Securities LLC. Kevin has been in the securities industry since March 24, 2017. Kevin holds the Series 7, Series 63 and SIE licenses. Kevin is registered in Delaware, New York and Pennsylvania. Kevin specializes in a variety of financial products and services.
SPECIALIZATIONS
NEWARK, DE
2 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Russo is a financial advisor with Cetera Investment Advisers LLC. Kevin has been in the industry since 2023. Kevin is licensed in Delaware, New Jersey, and Pennsylvania. Kevin holds Series 7, 63, and 65 licenses and the SIE exam. Kevin offers financial planning services and portfolio management services to individuals, businesses, and retirement plans. Kevin has experience working with high net worth individuals and charitable organizations. Kevin previously worked with Securian Financial Services, Inc. in Newark, DE. Kevin also has experience working in the education sector.
SPECIALIZATIONS
Newark, DE
12 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Franklin Heuman is a registered representative with J.p. Morgan Securities LLC. Kevin has been in the securities industry since 2012 and is licensed in Delaware, New York, and Pennsylvania. Kevin holds Series 63, SIE and Series 7 licenses. Kevin previously worked at SCOTTRADE, INC. Kevin is a specialist in Retirement, Annuities, Mutual Funds, Stocks, and Bonds.
SPECIALIZATIONS
WILMINGTON, DE
0 Disclosures
ADVISOR BIO
Kevin O'Hanlon is a financial advisor with Rockford Financial Planning. Kevin has been in the financial services industry for over 20 years and has a strong background in investment management and financial planning. Kevin holds the Series 7, 66, and SIE licenses, and is also a Certified Financial Planner.
SPECIALIZATIONS
MILLSBORO, DE
5 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Thompson is a financial advisor who has been in the industry since 2020. Kevin is registered with Edward Jones and holds Series 7TO, Series 66, and SIE licenses. Kevin specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting. Kevin is currently located at the Edward Jones branch office in Millsboro, Delaware.
SPECIALIZATIONS
Newark, DE
20 Years Experience
0 Disclosures
ADVISOR BIO
Khadijah Vernell Clemonts is a registered representative with J.P. Morgan Securities LLC. Khadijah has been in the financial industry for over 18 years. Khadijah has a strong background in financial services and has been recognized for her expertise in various areas, including investment management, financial planning, and retirement planning. Khadijah is dedicated to providing personalized financial advice and strategies to help individuals and families achieve their financial goals. Khadijah is committed to providing her clients with the highest level of service and expertise.
SPECIALIZATIONS
Millsboro, DE
2 Years Experience
0 Disclosures
ADVISOR BIO
Kieran Jonathan Clucas is a registered representative with Commonwealth Financial Network, located in Millsboro, DE. Kieran joined the industry on August 8, 2023, and is currently registered with Delaware. Kieran holds Series 66, Series 7TO, and SIE licenses. Kieran has experience in the financial services industry. Kieran specializes in providing financial advice to a variety of clients, including individuals, businesses, and pension plans.
SPECIALIZATIONS
Newark, DE
3 Years Experience
0 Disclosures
ADVISOR BIO
Kieu Nguyen is a registered representative with J.P. Morgan Securities LLC. Kieu Nguyen has been in the securities industry for six years. Kieu Nguyen is registered with the state of Delaware and holds the Series 7TO, SIE, and Series 66 licenses. Kieu Nguyen is also registered with the state of Texas as an investment advisor representative. Kieu Nguyen's current employment is with J.P. Morgan Securities LLC. Kieu Nguyen has experience in the financial services industry, having worked previously with Robert Half, JPMorgan Chase Bank, N.A., Radisson Hotel And Valley Forge Casino, Adaptable Business Concept, and OTG MANAGEMENT.
SPECIALIZATIONS
WILMINGTON, DE
0 Disclosures
ADVISOR BIO
Kim Lynnette Astin is a registered investment advisor representative with BCM Wealth Management in Wilmington, Delaware. Kim has been in the financial services industry since 2011. Kim is also a registered investment advisor representative with Shepherd Financial Investment Advisory LLC in Carmel, Indiana. Kim is a Series 65 licensed professional and holds the Uniform Investment Adviser Law Examination. Kim has experience providing financial planning, pension consulting and wealth planning services. Kim primarily works with high net worth individuals, corporations, and pension and profit sharing plans.
SPECIALIZATIONS
