Kevin Whitmore
Kevin Whitmore is a registered investment advisor at Eldridge Investment Advisors INC, based in Manchester, NH, with 48 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 687 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Fees are negotiable based on the total dollar value of household accounts and other factors.
Fee Estimator
Location
686 Chestnut St, Manchester, NH, 03104
Get directionsHistory
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 operates under the DBAs Stephen Eldridge and Co. and Eldridge Investment Advisors, offering investment advisory services. Kevin also sells various insurance products, including universal life, life, disability, and long-term care insurance.
Employment History
Current Registrations
Eldridge Investment Advisors INC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Morgan Stanley Dw INC.Broker
E. F. Hutton & Company INCBroker
State Registrations12 states
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
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