Kevin MorkasselCRD Number: 5917634
Current Firm: Investment Centers Of America, Inc.
Kevin Morkassel (CRD# 5917634) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Carlyle and Aviston, IL and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Lpl Financial LLC
Oneamerica Securities, Inc.
|Investment Centers Of America||Carlyle, IL||Jul 2014 - Current||2|
|Edward Jones||Mt Vernon, MO||May 2011 - Current||5|
|Belle Rive Church Of Christ||Belle River, IL||Jan 2011 - Current||5|
|Salem Church Of Christ||Salem, IL||Mar 2007 - Current||9|
|Waukegan Church Of Christ||Waukegan, IL||Mar 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
One of my greatest pleasures is to help you reach important goals.
One of my greatest compliments is when you introduce me to family and friends.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with FNB Carlyle or First National Financial Advisors. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.
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