Kevin Angney (CRD# 2938135) is an Investment Advisor Representative working at Ccf Advisors LLC in Rocky River, OH and has over 26 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services Inc. | New Brighton, PA | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- OH
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Total Assets Under Management9MILLIONS
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Total Number of Accounts51ACCOUNTS
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Average Account Value$178,431
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH
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