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KO

Kevin Royce Oarr

40 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
101 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$147.6M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

Greenwich, CT

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kevin is a life and health insurance agent.

Employment History
Current Registrations
Quint Capital Management
November 2017 - Present · 8 yrs 3 mos
Quint Capital CorporationBroker
June 2017 - Present · 8 yrs 8 mos
Quint Capital Corporation
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Kyur, INC.
January 2017 - June 2017 · 5 mos
Oppenheimer & CO. INC.
March 2011 - January 2017 · 5 yrs 10 mos
Oppenheimer & CO. INC.Broker
September 2008 - January 2017 · 8 yrs 4 mos
Citigroup Global Markets INC.Broker
July 1993 - October 2008 · 15 yrs 3 mos
Prudential Securities IncorporatedBroker
January 1991 - July 1993 · 2 yrs 6 mos
Painewebber IncorporatedBroker
February 1985 - January 1991 · 5 yrs 11 mos
State Registrations4 states
CACTFLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.