Kevin DoyleCRD Number: 1412397
Current Firm: Country Club Financial Services, Inc.
Kevin Doyle (CRD# 1412397) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Prairie Village, KS and has over 23 years of experience in the finance industry.
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|Country Club Financial Services, Inc.||Kansas City, MO||Aug 1994 - Current||23|
|Country Club Bank||Kansas City, KS||Aug 1986 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1994|
|S65||NASAA Investment Advisors Law Examination||Mar 2001|
Total Assets Under Management41MILLIONS
Total Number of Accounts134ACCOUNTS
Average Account Value$307,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)