KI
KI

Kevin Iles

8 Years of Experience
Wethersfield, CT
Broker

Kevin Iles is a registered investment advisor, based in Wethersfield, CT, with 8 years of industry experience.

Location

100 Great Meadow Road, Suite 701, Wethersfield, CT, 06109

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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 Activities

Kevin is a Portfolio Manager/IAR at Kelly Financial Group, LLC d/b/a Hammond Iles Wealth Advisors since 2018, spending about three-quarters of his time reviewing and advising clients on investment portfolios. He also works with the Chief Investment Officer to manage investments for the firm's clients.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2022 - Present · 4 yrs
Hammond Iles Wealth Advisors
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Ceros Financial Services, INC.Broker
September 2018 - April 2022 · 3 yrs 7 mos
Vanguard Marketing CorporationBroker
August 2017 - August 2018 · 1 yr
State Registrations12 states
AZCACTFLNCNHNJPASCTXVAVT
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.