Kevin Crook, financial advisor Bensalem PA
93 score

Kevin Crook

CRD 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 21 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Kevin F. Crook
Phone Number: 1-800-533-1390
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    177,022
    MILLIONS
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $602,114,767
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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