Kevin Willingham, financial advisor Anaheim CA
81 score

Kevin Willingham

CRD Number: 1835316
Current Firm: Jack Keeter & Associates, Inc.

Kevin Willingham (CRD# 1835316) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Jack Keeter & Associates Anaheim, CA Jul 2016 - Current < 1
Edward Jones St Louis, MO Nov 2012 - Jun 2016 3
Unemployed Fontana, CA Nov 2011 - Nov 2012 1
Farmers Financial Solutions Rancho Cucamonga, CA Mar 2012 - Oct 2012 < 1
Farmers Insurance Group Rancho Cucamonga, CA Jan 2012 - Oct 2012 < 1
Church And Casualty Insurance Newport Beach, CA Nov 2001 - Nov 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Jul 2001
S66 NASAA Uniform Combined State Law Examination Feb 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kevin D. Willingham
Phone Number: 714-779-9200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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