Kevin Shope, financial advisor Columbus OH

Kevin Shope

CRD Number: 3073878
Current Firm: Citizens Securities, Inc.

Kevin Shope (CRD# 3073878) is an Investment Advisor Representative working at Citizens Securities, Inc. in Columbus, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Boardman, OH Jun 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Kevin R. Shope
Phone Number: 1-800-942-8300
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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