Kevin Cottrell (CRD# 1175948) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 13 years of experience in the finance industry.
CRD# 2289402
Polaris Wealth Advisory Group
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade | Corte Madera, CA | May 2021 - Current | 1 |
| Unemployed | Novato, CA | Oct 2020 - Apr 2021 | < 1 |
| Jpmorgan Chase Bank, N.a. | Mill Valley, CA | Mar 2020 - Sep 2020 | < 1 |
| J.p. Morgan Securities LLC | Mill Valley, CA | Mar 2020 - Sep 2020 | < 1 |
| Full Compass Investment Advisors, LLC | Novato, CA | Oct 2019 - Mar 2020 | < 1 |
| Independent Financial Group, LLC | San Rafael, CA | Oct 2019 - Oct 2019 | < 1 |
| O'donnell Financial Services, LLC | San Rafael, CA | Oct 2019 - Oct 2019 | < 1 |
| Td Ameritrade Investment Management, LLC | San Francisco, CA | May 2015 - Oct 2019 | 4 |
| Td Ameritrade, Inc. | San Francisco, CA | Apr 2015 - Oct 2019 | 4 |
| Full Compass Investment Advisors, LLC | Sausalito, CA | Jul 2012 - Sep 2015 | 3 |
| Full Compass Investment Advisors | Sausalito, CA | Jan 2013 - Apr 2015 | 2 |
| Sra Capital Management LLC | Larkspur, CA | Mar 2008 - Dec 2012 | 4 |
| Security Research Associates, Inc. | Sausalito, CA | Jan 2007 - Oct 2012 | 5 |
| Security Research Associates, Inc. | Saussalito, CA | Dec 2006 - Sep 2012 | 5 |
| Security Research Associates | Sausalito, CA | Dec 2006 - Sep 2012 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
| S63 | Uniform Securities State Law Examination | May 2015 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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