Kevin Adams (CRD# 2871138) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Pittsburgh, PA and has over 26 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Janney Montgomery Scott LLC | Pittsburgh, PA | Nov 2020 - Current | 3 |
Janney Montgomery Scott LLC | Pittsburgh, PA | Jul 2017 - Nov 2020 | 3 |
Oppenheimer & Company Inc. | Monroeville, PA | May 2015 - Jul 2017 | 2 |
Rbc Capital Markets, LLC | Sewickley, PA | Sep 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1997 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- PA
- TX
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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