Kevin WillinghamCRD 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 16 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Penniall & Associates
|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|
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
Total Assets Under Management96MILLIONS
Total Number of Accounts662ACCOUNTS
Average Account Value$145,672
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, IN, TN, TX
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