Kevin Dolan (CRD# 6610916) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wall Township, NJ and has over 7 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | May 2018 - Current | 5 |
| Axa Advisors, LLC | New York, NY | May 2018 - Jun 2020 | 2 |
| Unemployed | Spring Lake, NJ | Apr 2018 - May 2018 | < 1 |
| Garden State Securities, Inc. | Red Bank, NJ | Oct 2017 - Mar 2018 | < 1 |
| Northstar Resource Group | Philadelphia, PA | Feb 2016 - Oct 2017 | 1 |
| Minnesota Life Insurance Co | St Paul, MN | Feb 2016 - Oct 2017 | 1 |
| Securian Financial Services Inc. | St Paul, MN | Feb 2016 - Oct 2017 | 1 |
| Office Of International Programs | Morgantown, WV | Sep 2014 - May 2016 | 1 |
| West Virginia University | Morgantown, WV | Aug 2012 - May 2016 | 3 |
| Northstar Resource Group | Philadelphia, PA | May 2015 - Aug 2015 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | May 2015 - Aug 2015 | < 1 |
| Candle Wood Management | Howell, NJ | May 2013 - Aug 2014 | 1 |
| Rocco's Pizza | Manasquan, NJ | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- CA
- DC
- FL
- HI
- NJ
- NC
- PA
- SC
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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