Kevin Clapham, financial advisor Denver CO
93 score

Kevin Clapham

CRD Number: 5460750
Current Firm: Eagle Strategies LLC

Kevin Clapham (CRD# 5460750) is an Investment Advisor Representative working at Eagle Strategies LLC in Denver, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Financial Strategies, LLC Denver, CO Apr 2011 - Current 5
Eagle Strategies LLC Denver, CO Jan 2011 - Current 5
Nylife Securities LLC Denver, CO Mar 2008 - Current 8
New York Life Insurance Company Denver, CO Dec 2007 - Current 9
Unemployed Denver, CO Sep 2007 - Dec 2007 < 1
Rpm Parking Denver, CO Jul 2006 - Dec 2007 1
Nationstar Mortgage Denver, CO Jun 2006 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Kevin R. Clapham
Phone Number: (888) 695-3245
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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