Kevin Whiteford is a registered investment advisor, based in South Haven, MI, with 26 years of industry experience.
Location
404 Broadway Street, South Haven, MI, 49090
Get directionsHistory
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 an independent insurance agent, president/treasurer of a rental property company and a tax preparation service, and an advisory representative of a RIA. He also serves as an elected state representative and dedicates time to various other organizations, including the Michigan Republican Party and Great Lakes Future Solutions Inc.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Aig Financial Advisors, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Financial Network Solutions, INC.
Franklin Financial Services CorporationBroker
Terra Securities CorporationBroker
State Registrations15 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.