Kevin England, financial advisor Littleton CO
93 score

Kevin England

CRD Number: 5558271
Current Firm: Spc

Kevin England (CRD# 5558271) is an Investment Advisor Representative working at Spc in Littleton, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sigma Planning Corporation Ann Arbor, MI Jan 2015 - Current 1
Sigma Financial Corporation Ann Arbor, MI Oct 2014 - Current 2
Ameriprise Financial Lone Tree, CO Jan 2014 - Oct 2014 < 1
Charles Schwab & Company, Inc. Englewood, CA Jun 2008 - Jan 2014 5
Colorado State University Fort Collins, CO Aug 2007 - Jun 2008 < 1
Ride-a-kart & Cascade Creek Estes Park, CO May 2007 - Aug 2007 < 1
Colorado State University Fort Collins, CO Aug 2006 - May 2007 < 1
Ride-a-kart & Cascade Creek Estes Park, CO May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
S63 Uniform Securities State Law Examination Nov 2008
Contact Info for Kevin R. England
Phone Number: 734-663-1611
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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