Kevin Halloran (CRD# 5734536) is an Investment Advisor Representative working at Santander Securities in Andover, MA and has over 14 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santander Securities, LLC | Dorchester, MA | Nov 2022 - Current | 1 |
| Santander Bank, Na | Boston, MA | Feb 2017 - Current | 7 |
| Santander Securities, LLC | Dorchester, MA | Feb 2017 - Nov 2022 | 5 |
| Citizens Securities, Inc. | Swampscott, MA | Aug 2015 - Feb 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Peabody, MA | Jun 2013 - Aug 2015 | 2 |
| Bank Of America, N.a. | Peabody, MA | Jun 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- MA
- NH
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Total Assets Under Management2,130MILLIONS
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Total Number of Accounts9,813ACCOUNTS
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Average Account Value$217,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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