Kevin Anthony (CRD# 1612027) is an Investment Advisor Representative working at Golden Years Financial Advisors, Inc. in South Bend, IN and has over 37 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4568561
State Farm Investment Management Corp.
CRD# 4140596
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Sanders Agency, Inc. | South Bend, IN | Oct 2022 - Current | 1 |
| Golden Years Financial Advisors, Inc. | Wakarusa, IN | Dec 2014 - Current | 9 |
| Golden Years Planning Group | Wakarusa, IN | Apr 2009 - Current | 15 |
| Anthony Financial Services | Wakarosa, IN | Jan 1984 - Current | 40 |
| Independence Capital Company, Inc. | Cleveland, OH | Apr 2013 - Dec 2014 | 1 |
| Independence Capital Company, Inc. | Parma, OH | Mar 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IN
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