Kevin StarttCRD Number: 1185557
Current Firm: Money Concepts Advisory Service
Kevin Startt (CRD# 1185557) is an Investment Advisor Representative working at Money Concepts Advisory Service in Kennesaw, GA and has over 33 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Money Concepts Capital Corp||Palm Beach Gardens, FL||Jun 2016 - Current||1|
|Tcm Securities||Woodstock, GA||Aug 2013 - Current||4|
|Allstate Insurance Co||Kennesaw, GA||Jun 2013 - Aug 2013||< 1|
|Wealthvest Marketing||Bozeman, MT||Jul 2012 - May 2013||< 1|
|Retirement Income Network||Houston, TX||Jul 2012 - Apr 2013||< 1|
|Questar Asset Managment||Minneapolis, MN||Aug 2007 - Apr 2012||4|
|Questar Capital Corp.||Minneapolis, MN||Apr 2007 - Apr 2012||5|
|Gameplan Financial||Woodstock, GA||Jan 2006 - Apr 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management1,181MILLIONS
Total Number of Accounts10,305ACCOUNTS
Average Account Value$114,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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