Kevin Morkassel (CRD# 5917634) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Carlyle and Aviston, IL and has over 4 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | St Louis, MO | Oct 2017 - Current | 6 |
| Pruco Securities, LLC | St Louis, MO | Oct 2017 - Current | 6 |
| Unemployment | Salem, IL | Aug 2017 - Sep 2017 | < 1 |
| Investment Centers Of America | Carlyle, IL | Jul 2014 - Aug 2017 | 3 |
| Edward Jones | Mt Vernon, MO | May 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- MO
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Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
One of my greatest pleasures is to help you reach important goals.
One of my greatest compliments is when you introduce me to family and friends.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with FNB Carlyle or First National Financial Advisors. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.
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