Kevin Sokolow (CRD# 4021857) is an Investment Advisor Representative working at Lincoln Investment in Tallahassee, FL and has over 23 years of experience in the finance industry.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1561147
Amb Wealth, LLC
CRD# 5391298
Calton & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment LLC | Wyncote, PA | Mar 2016 - Current | 7 |
| Gabor Financial Solutions | Tallahassee, FL | Aug 1999 - Current | 24 |
| Signator Investors, Inc. | Tallahassee, FL | Dec 2015 - Mar 2016 | < 1 |
| Safeco Investment Services, Inc. | Redmond, WA | Sep 2002 - Mar 2016 | 13 |
| Investar | Tallahassee, FL | Aug 1999 - Mar 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- FL
- TX
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Total Assets Under Management15,356MILLIONS
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Total Number of Accounts200,217ACCOUNTS
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Average Account Value$76,696
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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