Kevin Colleran (CRD# 3195675) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Bethesda, MD and has over 24 years of experience in the finance industry. Kevin Colleran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Sunnyvale, CA | Nov 2018 - Current | 4 |
| Edelman Financial Services LLC | Fairfax, VA | Sep 2014 - Nov 2018 | 4 |
| Ef Legacy Securities, LLC | Henrico, MD | Apr 2016 - Oct 2018 | 2 |
| Sanders Morris Harrs Inc. | Houston, TX | Sep 2014 - Apr 2016 | 1 |
| Fidelity Investments | Bethesd, MD | May 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 1999 |
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.
Get Details on the FINRA Advisor Check site- MD
- TX
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Total Assets Under Management241,970MILLIONS
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Total Number of Accounts1,594,707ACCOUNTS
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Average Account Value$151,733
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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