Kevin CrookCRD Number: 1450513
Current Firm: Principal Global Investors
Kevin Crook (CRD# 1450513) is an Investment Advisor Representative working at Principal Global Investors in Bensalem, PA and has over 22 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Dedicated Investment Advisers LLC
|Principal Funds Distributor||Folsom, CA||Oct 2015 - Current||1|
|Princor Financial||Yardley, PA||Jul 2014 - Current||2|
|Principal Life Insurance Co||Yardley, PA||May 2014 - Current||2|
|Unemployed||Yardley, PA||Dec 2013 - May 2014||< 1|
|Imst Distributors, Inc.||New York, NY||Jan 2013 - Dec 2013||< 1|
|Wps Advisors, Inc.||New York, NY||Apr 2009 - Dec 2013||4|
|Grand Distribution Services, LLC||Milwaukee, WI||Dec 2010 - Dec 2012||2|
|W P Stewart Securities Limited||Hamilton,||Apr 2009 - Feb 2010||< 1|
|Unemployed||Ny, NY||Aug 2008 - Apr 2009||< 1|
|Cohen & Steers Securities, LLC||New York, NY||Jan 2005 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1994|
|S65||NASAA Investment Advisors Law Examination||Aug 2000|
Total Assets Under Management177,022MILLIONS
Total Number of Accounts294ACCOUNTS
Average Account Value$602,114,767
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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