Kevin Furlong is a registered investment advisor at Wells Fargo Advisors, based in San Francisco, CA, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
300 Montgomery St, Ste 1104, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns 100% of Kevin M Furlong Investment Management LLC, dedicating full-time hours to it. He is also a trustee for Kevin M Furlong Investment Management LLC DBP, spending minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
National Securities CorporationBroker
G.R. Stuart & Company, INC.Broker
Financial Securities Network,inc.Broker
First Affiliated SecuritiesBroker
First Affiliated Securities, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations21 states
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