KH
KH

Kevin Hyland

21 Years of Experience
Marietta, GA
2 DisclosuresBrokerSells Insurance

Kevin Hyland is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marietta, GA, with 21 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

732 Kennesaw Ave., Ste 210, Marietta, GA, 30060

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 1997
Final Disposition
Criminal
August 1996
Final Disposition
Other Business ActivitiesSells Insurance

Kevin is an independent insurance agent for various companies and serves on committees for Wellstar Health Systems. He also holds commercial real estate through LC Holdings, LLC and works as an advisory representative for CIRA, a RIA, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2008 - Present · 17 yrs 10 mos
Cambridge Investment Research, INC.Broker
May 2008 - Present · 18 yrs 2 mos
Previous Registrations
Nylife Securities LLCBroker
May 2004 - May 2008 · 4 yrs
State Registrations8 states
ALARFLGANCSCTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kevin Hyland - Financial Advisor | TrueAdvisor