Kevin Monroe
Kevin Monroe is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Alfred, ME, with 26 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
200 Waterboro Rd., Alfred, ME, 04002
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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 the owner of Monroe & Conley Financial Group, Shiloh Corp, and DBA Monroe Financial. He is also an advisory representative for CIRA and an independent insurance agent for various independent insurance agencies, dedicating full-time hours to these activities, and a board member at River of Life Church, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Mwa Financial Services, INC.
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Eastern Point Advisors INC.
Investors Capital CORP.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.