Kevin Sullivan, financial advisor Fort Myers FL

Kevin Sullivan

CRD Number: 4718062
Current Firm: Cambridge Investment Research Advisors, Inc.

Kevin Sullivan (CRD# 4718062) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Myers, FL and has over 20 years of experience in the finance industry.

Similar Advisors
Albert Abdo, financial advisor Fort Myers FL
Albert Abdo
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Judi Aber, financial advisor Fort Myers FL
Judi M. Aber
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Pamela Abraham, financial advisor Fort Myers FL
Pamela L. Abraham
CRD# 1002352
Hightower Advisors, LLC
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2017 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Dec 2017 - Current 6
Century Securities Associates, Inc. Marco Island, FL Jan 2007 - Dec 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Kevin P. Sullivan
Phone Number: 641-472-5100
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • Educational seminars/workshops
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, WY

Ready to hire a financial advisor? Get competitive proposals from Kevin Sullivan and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.