Kevin KarpukCRD Number: 4442939
Current Firm: Cornerstone Institutional Investors, LLC
Kevin Karpuk (CRD# 4442939) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 15 years of experience in the finance industry.
Academy Wealth Advisers, LLC
Sfg Investment Advisors, Inc.
Janney Montgomery Scott LLC
|M Holdings Securities Inc.||Portland, OR||Jan 2011 - Current||6|
|Cornerstone Benefits, Inc.||Bethlehem, PA||Apr 2010 - Current||7|
|Cornerstone Advisors Asset Management Inc.||Bethlehem, PA||Mar 2002 - Current||15|
|Cornerstone Institutional Investors||Bethlehem, PA||Jun 2001 - Current||15|
|Harleysville Management Services||Bethlehem, PA||Jan 2006 - Apr 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2001|
Total Assets Under Management631MILLIONS
Total Number of Accounts412ACCOUNTS
Average Account Value$1,531,566
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
DC, FL, MA, MD, NC, NE, NJ, NY, OH, PA, TX, VA
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