Kevin Doyle, financial advisor Providence RI

Kevin Doyle

CRD Number: 4528305
Current Firm: Ameriprise Financial Services, LLC

Kevin Doyle (CRD# 4528305) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Providence, RI and has over 21 years of experience in the finance industry.

Similar Advisors
Michael Aaronson, financial advisor Providence RI
Michael D. Aaronson
CRD# 4318531
Integrated Wealth Concepts LLC
Similar Advisors
Rebecca Abbatamarco-Boisclair, financial advisor Providence RI
Rebecca J. Abbatamarco-Boisclair
CRD# 4030542
Ameriprise Financial Services, LLC
Similar Advisors
Christopher Abbate, financial advisor Providence RI
Christopher M. Abbate
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Ameriprise Financial Services Providence, RI Mar 2023 - Current 1
Ameriprise Financial Services, LLC Providence, RI Mar 2020 - Current 4
Edward Jones St. Louis, MO May 2017 - Mar 2023 5
Mml Investors Services, LLC New London, CT Mar 2017 - Apr 2017 < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Apr 2017 < 1
Metlife Securities Inc. Warwick, RI Feb 2011 - Apr 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S66 NASAA Uniform Combined State Law Examination Jul 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin Doyle
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.