KB
KB

Kevin Dale Britt

25 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only
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Location

111 Huntington Avenue, Boston, MA, 02199-7618

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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 Activities

Kevin is a partner in Khem Properties, LLC (rental properties), dedicating minimal time per month. He is also a board member for a neighborhood homeowners association, also dedicating minimal time per month.

Employment History
Current Registrations
Mfs Institutional Advisors INC.
October 2014 - Present · 11 yrs 4 mos
Mfs Fund Distributors, INC.
September 2014 - Present · 11 yrs 5 mos
Mfs Fund Distributors, INC.Broker
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Invesco Advisers, INC.
January 2010 - September 2014 · 4 yrs 8 mos
Invesco Aim Private Asset Management, INC.
January 2006 - January 2010 · 4 yrs
Invesco Distributors, INC.Broker
December 2000 - September 2014 · 13 yrs 9 mos
Banc One Securities CorporationBroker
June 2000 - October 2000 · 4 mos
Dean Witter Reynolds INC.Broker
September 1999 - May 2000 · 8 mos
State Registrations3 states
KSMAMO
AdvisorBroker
Exams
No exam information available for this advisor.