Kevin ShopeCRD Number: 3073878
Current Firm: Citizens Securities, Inc.
Kevin Shope (CRD# 3073878) is an Investment Advisor Representative working at Citizens Securities, Inc. in Northfield, OH and has over 12 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Cco Investment Services Corp||Cleveland, OH||Jun 2008 - Current||9|
|Charter One||Stow, OH||Jan 2008 - Jun 2008||< 1|
|Chase Investment Services Corp.||Youngstown, OH||Apr 1998 - Dec 2007||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV