Kevin Pape, financial advisor Lake Elsinore CA
81 score

Kevin Pape

CRD Number: 1236453
Current Firm: Mid Atlantic Financial Management, Inc.

Kevin Pape (CRD# 1236453) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Lake Elsinore, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mid Atlantic Financial Management, Inc. Pittsburgh, PA May 2004 - Current 12
Mid Atlantic Capital Corporation Lake Elsinore, CA May 2004 - Current 12
County Of Orange Orange, CA Oct 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
Disclosure Information

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:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Kevin W. Pape
Phone Number: 412-391-7077
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,765
    MILLIONS
  • Total Number of Accounts
    7,294
    ACCOUNTS
  • Average Account Value
    $241,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
81

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