KF
KF

Kevin Furr

11 Years of Experience
Raleigh, NC
BrokerSells Insurance

Kevin Furr is a registered investment advisor, based in Raleigh, NC, with 11 years of industry experience.

Location

801 Hillsborough St, Raleigh, NC, 27603

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kevin is affiliated with State Employees' Credit Union, which is an investment-related business. He is also an agent for SECU Life Insurance Company, selling life insurance, with time commitment as required by his position at the credit union.

Employment History
Current Registrations
Credit Union Investment Services
April 2025 - Present · 1 yr 3 mos
Secu Brokerage Services
April 2025 - Present · 1 yr 3 mos
Secu Brokerage ServicesBroker
April 2025 - Present · 1 yr 3 mos
Previous Registrations
Charles Schwab & CO., INC.
April 2023 - April 2025 · 2 yrs
Charles Schwab & CO., INC.Broker
April 2023 - April 2025 · 2 yrs
PNC Investments
November 2018 - April 2023 · 4 yrs 5 mos
PNC InvestmentsBroker
November 2018 - April 2023 · 4 yrs 5 mos
First Citizens Investor Services, INC.
March 2016 - August 2018 · 2 yrs 5 mos
First Citizens Investor Services, INC.Broker
March 2016 - August 2018 · 2 yrs 5 mos
Capital Investment Advisory Services, LLC
January 2015 - March 2016 · 1 yr 2 mos
Capital Investment Group, INC.Broker
September 2014 - March 2016 · 1 yr 6 mos
State Registrations1 state
NC
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 Furr - Financial Advisor | TrueAdvisor