Kevin Sims (CRD# 2188196) is an Investment Advisor Representative working at Richmark Private Wealth Management in Frankenmuth, MI and has over 30 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 4473397
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richmark Private Wealth Management | Frankenmuth, MI | Apr 2019 - Current | 5 |
| Capfinancial Securities, LLC | Raleigh, NC | Apr 2015 - Jan 2019 | 3 |
| Captrust Financial Advisors | Raleigh, NC | May 2013 - Jan 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- IL
- MI
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts361ACCOUNTS
-
Average Account Value$123,431
- 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
- Selection of other advisers (including private fund managers)
- Other
IL, MI
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