Kevin Mckinstry
Kevin Mckinstry is a registered investment advisor at Cetera Investment Advisers LLC, based in East Palestine, OH, with 43 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
East Palestine, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is an insurance sales agent for multiple insurance agencies, including Avantax and Illinois Mutual, and sells equity indexed annuities. He also owns and manages rental property, provides tax preparation/accounting services, and officiates volleyball and basketball, taking up a significant amount of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Fortune Financial Services, INC.Broker
Princor Financial Services CorporationBroker
Green Hill Financial Service CorporationBroker
State Registrations4 states
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