Kevin Burns (CRD# 4125229) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&s Brokerage Services | Cincinnato, OH | May 2007 - Current | 17 |
| Western Southern Life | Cincinnati, OH | May 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- OH
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV
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