Kevin LaakeCRD Number: 4565700
Current Firm: Newport Group Securities, Inc.
Kevin Laake (CRD# 4565700) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 16 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|The Newport Group, Inc.||Heathrow, FL||May 2010 - Current||7|
|Newport Group Securities, Inc.||Heathrow, FL||May 2010 - Current||7|
|N/a||Baltimore, MD||Oct 2009 - Mar 2010||< 1|
|Pnc Advisors, Inc.||Baltimore, MD||Oct 2007 - Sep 2009||1|
|Mercantile Capital Advisors, Inc.||Baltimore, MD||Dec 2000 - Oct 2007||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2001|
Total Assets Under Management23,100MILLIONS
Total Number of Accounts168ACCOUNTS
Average Account Value$137,500,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI