Kevin Doell (CRD# 7447179) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 2 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4658169
Monterey Private Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hilltop Securities Inc. | Monterey, CA | Dec 2023 - Current | < 1 |
| Park Avenue Securities | Chicago, IL | Apr 2022 - Dec 2023 | 1 |
| Guardian Insurance Company | Chicago, IL | Sep 2021 - Dec 2023 | 2 |
| Chicago Stallions Youth Hockey Association | Chicago, IL | Jul 2019 - Jul 2022 | 3 |
| O'leary And Associates | Chicago, IL | Apr 2016 - Jan 2022 | 5 |
| Unemployed | Saskatoon, | Sep 2015 - Apr 2016 | < 1 |
| Cortina Ice Hockey Team | Cortina, | Feb 2015 - Sep 2015 | < 1 |
| Vasteras Ik | Vasteras, | Aug 2014 - Jan 2015 | < 1 |
| Klagenfurt Ac | Klagenfurt, | Sep 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- CA
- CO
- CT
- FL
- IL
- UT
- WI
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Total Assets Under Management1,866MILLIONS
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Total Number of Accounts4,546ACCOUNTS
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Average Account Value$410,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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