Kevin Klipp (CRD# 5318834) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Jacksonville, FL and has over 16 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Foundations LLC | Jacksonville, FL | Jun 2014 - Current | 9 |
| Allstate Insurance Co | Jacksonville, FL | Jun 2014 - Current | 9 |
| Merrill Lynch, Pierce, Fenner & Smith | Jacksonville, FL | Mar 2007 - Jun 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- FL
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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