Kevin Sullivan (CRD# 6902698) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sycamore, IL and has over 3 years of experience in the finance industry.
CRD# 4973788
Polen Capital Management, LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 6874212
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Sycamore, IL | Feb 2021 - Current | 3 |
| Topstep LLC | Chicago, IL | Dec 2020 - Jan 2021 | < 1 |
| Chicago Cubs | Chicago, IL | Nov 2019 - Oct 2020 | < 1 |
| Chicago Cubs | Chicago, IL | Mar 2019 - Nov 2019 | < 1 |
| Unemployed | Chicago, IL | Oct 2018 - Mar 2019 | < 1 |
| Raymond James And Associates | Sycamore, IL | Jan 2018 - Oct 2018 | < 1 |
| Players Sport & Social Group | Chicago, IL | Jan 2018 - May 2018 | < 1 |
| Players Sport & Social Group | Chicago, IL | Feb 2017 - Jan 2018 | < 1 |
| University Of Missouri | Columbia, IL | Aug 2012 - May 2017 | 4 |
| University Of Missouri Athletic Department | Columbia, MO | Jan 2015 - Dec 2016 | 1 |
| Mu Student Recreation Complex | Columbia, MO | May 2013 - Dec 2016 | 3 |
| Sisler's Ice | Dekalb, IL | May 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- IL
- TX
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, VI, VT, WA, WI, WV, WY
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