Kevin Carron (CRD# 7538228) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Laguna Niguel, CA and has 1 year 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 |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Laguna Niguel, CA | Aug 2023 - Current | < 1 |
| Citizens Business Bank | Newport Beach, CA | Apr 2022 - Jul 2023 | 1 |
| Lpl Financial LLC | Newport Beach, CA | Apr 2022 - Jul 2023 | 1 |
| Bosscat Kitchen And Libations | Newport Beach, CA | Oct 2021 - Apr 2022 | < 1 |
| Olive Garden | Affton, MO | Aug 2013 - Sep 2021 | 8 |
| Brown And James, P.c. | St. Louis, MO | May 2019 - May 2020 | 1 |
| Legal Services For Eastern Missouri | St. Louis, MO | May 2019 - Sep 2019 | < 1 |
| Webster University Housing And Residential Life Dept. | Webster Groves, MO | Aug 2016 - May 2017 | < 1 |
| Jimmy Johns | Cape Girardeau, MO | Oct 2011 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CA
-
Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- 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)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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