Kevin Vanderbilt (CRD# 5066845) is an Investment Advisor Representative working at Anfield Capital Management, LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Regents Park, LLC | Newport Beach, CA | Sep 2017 - Current | 6 |
Anfield Capital Management, LLC | Newport Beach, CA | Nov 2016 - Current | 7 |
Elysian Capital Markets Group LLC | Rancho Santa Margarita, CA | Feb 2015 - Aug 2017 | 2 |
Newport Coast Asset Management | Coto De Caza, CA | Mar 2016 - Sep 2016 | < 1 |
Newport Coast Securities, Inc. | New York, NY | Mar 2016 - Sep 2016 | < 1 |
Capital Investment Group, Inc. | Raleigh, NC | May 2015 - Nov 2015 | < 1 |
Henderson Global Investors | New York, NY | Oct 2010 - Feb 2015 | 4 |
Foreside Fund Services, LLC | New York, NY | Oct 2010 - Feb 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2006 |
S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- CA
-
Total Assets Under Management1,436MILLIONS
-
Total Number of Accounts763ACCOUNTS
-
Average Account Value$1,882,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA
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