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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Lakeland, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Fitzgerald Campbell is a financial advisor with over 30 years of experience in the financial services industry. Kevin has been registered with Cambridge Investment Research Advisors, Inc. since 2005 and has held prior positions with various firms including Securities Service Network, Inc. and Aegon USA Securities Inc.. Kevin holds a Series 7, Series 24, Series 31, Series 63, Series 65 and Series 99TO license. Kevin offers a variety of financial services including financial planning, portfolio management, and pension consulting. Kevin's clients include high net worth individuals, individuals, charitable organizations, and pension and profit-sharing plans. Kevin is licensed in multiple states and specializes in providing financial advice and solutions to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

MARIETTA, GA

experience

21 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kevin James Hyland is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Marietta, GA. Kevin has over 15 years of experience in the financial services industry. Kevin holds a Series 7, Series 6, Series 63, and Series 65 licenses and specializes in portfolio management for individuals and businesses. Kevin is also a registered investment advisor in the state of Georgia and Texas. Kevin has been with Cambridge Investment Research Advisors, Inc. since 2008. Before that, Kevin worked for NYLIFE Securities LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Charlotte, NC

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Corey Walsh is an investment advisor representative at Cambridge Investment Research Advisors, Inc. with over 12 years of experience in the financial services industry. Kevin has a Series 6, 7, 24, 63, and 65 licenses. Kevin currently has registrations in 24 states and 2 FINRA firms and focuses on insurance/benefits/human resources, investments, and trading. Kevin's experience includes previous roles at Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation, and Lincoln Financial Distributors, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

Mayfield Heights, OH

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Dennis Currutt is a financial professional with over 8 years of experience in the financial services industry. Kevin is a Certified Financial Planner and Chartered Financial Consultant. He is currently registered with Cambridge Investment Research Advisors, Inc. in Ohio. Previously, Kevin was registered with Northwestern Mutual Investment Services, LLC in Wyoming. He is also a registered investment advisor in Ohio. Kevin's experience includes working with individuals, families, and businesses. His areas of expertise include financial planning, investment management, and retirement planning. Kevin is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

FAIRFIELD, IA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Ronald Manz is a registered representative with Cambridge Investment Research Advisors, Inc. based in Fairfield, IA. Kevin has been in the financial services industry for over 20 years. Kevin holds the Series 7, Series 66 and Series 24 licenses. Kevin has experience with various financial institutions including Cetera Financial Specialists LLC, VSR Financial Services, Inc., Girard Securities, Inc., Investors Capital Corp., and Summit Brokerage Services, Inc. Kevin is also a rental property owner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Kevin Lilly is a financial advisor with Corient, a company that provides investment advisory services to individuals and institutions. Kevin has over 20 years of experience in the financial services industry. Kevin has held positions at Avalon Wealth Management LLC and Morgan Stanley & Co., Incorporated. Kevin is licensed to sell securities in Texas and is registered with the Securities and Exchange Commission. Kevin's areas of expertise include financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

GWN Securities Inc.

location

NORWALK, CT

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Benitez is a financial professional with over 20 years of experience in the industry. Kevin is currently registered with GWN Securities Inc. and is licensed to provide investment advice in 22 states. Kevin has a broad range of experience in the financial industry, including working with individuals and corporations. Kevin is a Series 7, Series 63, and SIE licensed professional. Kevin is based in Norwalk, CT and has a strong focus on financial planning, market timing, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Chong Lee is an investment advisor representative at Centaurus Financial, Inc. in Anaheim, California. Kevin has been in the securities industry since 2007. Kevin has a Series 7, Series 24, Series 31 and Series 66 licenses. Kevin has previously worked at Newport Coast Securities, Inc., Purshe Kaplan Sterling Investments, Grant Bettingen, Inc., Brookstreet Securities Corporation and MCL Financial Group, Inc..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Westlake, OH

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Doss is an investment advisor representative at Cambridge Investment Research Advisors, Inc., a firm with a strong presence in the financial industry. Kevin has been working in the industry since June 11, 1993 and holds licenses in several states, including Illinois, Indiana, Michigan, Missouri, Ohio and Pennsylvania. Kevin specializes in providing financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors to both businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Frederick, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Moore is a financial advisor with Cambridge Investment Research Advisors, Inc.. Kevin has been a registered representative in the securities industry since 2018. Kevin is licensed to sell securities in 24 states and holds a Series 7, Series 66, and SIE license. Kevin has a background in the U.S. Army Medical Research Acquisition Activity. Kevin provides financial planning, portfolio management, and educational seminars for individual and business clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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