Kevin Morkassel, financial advisor Carlyle IL
97 score

Kevin Morkassel

CRD 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.

CONTACT
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Company Name Location Dates Years
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
Contact Info for Kevin P. Morkassel
Phone Number: (618) 594-3344
Registered State(s):
  • IL
  • MO
  • KS
  • CA
By the Numbers
  • Total Assets Under Management
    3,133
    MILLIONS
  • Total Number of Accounts
    23,134
    ACCOUNTS
  • Average Account Value
    $135,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Firm Disclaimer:

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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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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