Kevin Belshaw
CRD Number: 5988927Current Firm: United Planners' Financial Services Of America A Limited Partner
Kevin Belshaw (CRD# 5988927) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hunt Valley, MD and has over 4 years of experience in the finance industry. Kevin Belshaw has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale, AZ | Nov 2019 - Current | 4 |
| Tribel Consulting Firm, LLC | Baltimore, MD | Nov 2018 - Current | 5 |
| Maritime Institute Of Technology And Graduate Studies | Linthicum, MD | Oct 2018 - Current | 5 |
| Mitags | Baltimore, MD | Aug 2018 - Current | 5 |
| Fixed Insurance | Baltimore, MD | Jun 2015 - Current | 8 |
| Massmutual Life Insurance Co | Hunt Valley, MD | Jul 2015 - Nov 2018 | 3 |
| Mml Investors Services, LLC | Hunt Valley, MD | Jun 2015 - Nov 2018 | 3 |
| M&t Securities | Baltimore, MD | Feb 2013 - Jun 2015 | 2 |
| M&t Bank | Baltimore, MD | Dec 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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