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Kevin Anthony

2 Years of Experience
Langhorne, PA
BrokerSells Insurance

Kevin Anthony is a registered investment advisor at Cetera Investment Advisers LLC, based in Langhorne, PA, with 2 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

605 Corporate Drive West, Langhorne, PA, 19047

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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 sells fixed insurance products with various companies since 2020, dedicating a few hours per week. He also works as a caddie and bag room worker at a golf club and reviews tax returns for an accounting firm, each taking a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
State Registrations2 states
NJPA
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 Anthony - Financial Advisor | TrueAdvisor