KB
KB

Kevin Boland

17 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

Kevin Boland is a registered investment advisor, based in Pittsburgh, PA, with 17 years of industry experience.

Location

Pittsburgh, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kevin is involved in numerous activities, including fiduciary roles as a trustee and executor, managing rental properties, and serving on various boards. He also sells equity indexed annuities through Avantax Insurance Services, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2013 - September 2025 · 11 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2008 - September 2025 · 16 yrs 11 mos
State Registrations4 states
FLPAVAWV
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.