Kevin James Colley

CFP

Salem Advisory Group LLC

27 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Insurance Planning

Salem Advisory Group LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

319 clients

Average Client Portfolio

$206K average

Assets Under Management

$65.8M

Location

1332 Post Road, Suite 2A, Wells, ME, 04090

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History

Regulatory History (1)

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Regulatory

June 2018

Final

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Other Business Activities

Kevin is an ad hoc, non-voting member of the investment committee for Cheverus High School, a non-profit Jesuit high school. This activity, which is not investment-related, requires minimal time.

Employment History

Current Registrations

Salem Advisory Group LLC

August 2009 - Present · 16 yrs 6 mos

Previous Registrations

H. Beck, INC.Broker

June 2009 - January 2012 · 2 yrs 7 mos

Lighthouse Investments

March 2004 - July 2009 · 5 yrs 4 mos

Fsc Securities CorporationBroker

November 2000 - January 2001 · 2 mos

Commonwealth Financial NetworkBroker

January 1999 - October 2000 · 1 yr 9 mos

American Express Financial Advisors INC.Broker

June 1995 - January 1999 · 3 yrs 7 mos

Ids Life Insurance CompanyBroker

June 1995 - January 1999 · 3 yrs 7 mos

State Registrations6 states

FLMAMENHOHTX

Advisor

Exams

No exam information available for this advisor.