Kevin Clariday Investment Advisor

Kevin Clariday Investment Advisor (CRD# 139722) is a financial advisory firm headquartered in , . They manage $21,300,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $4,260,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Kevin Clariday Investment Advisor
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Clariday, financial advisor Dallas TX
Kevin P. Clariday
CRD#: 3131668
Dallas, TX

Kevin Clariday (CRD# 3131668) is an Investment Advisor Representative working at Kevin Clariday Investment Advisor in Dallas, TX and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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