Kevin Clingan
Kevin Clingan is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 10 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Houston, TX
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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 sells fixed insurance products, including life, disability, fixed annuities, and long-term care insurance, dedicating minimal time to this activity. He also holds leadership positions in several fraternal organizations, including Masonic Lodges and the Texas Shrine Homebrewers Association, each requiring minimal time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Financial Specialists LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Cetera Wealth Services, LLC
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisor Networks LLC
First Allied Securities, INC.Broker
Cetera Advisors LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations1 state
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