Kevin Harrington (CRD# 2726354) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 24 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trust Advisory Group Ltd | Woburn, MA | Feb 2020 - Current | 4 |
| Advisory Group Equity Services Ltd | Woburn, MA | Feb 2020 - Current | 4 |
| Planned Strategies, Inc. | Canton, MA | Mar 2005 - Current | 19 |
| Lpl Financial LLC | Canton, MA | Sep 2014 - Feb 2020 | 5 |
| Global Retirement Partners LLC | San Rafael, CA | Sep 2014 - Feb 2020 | 5 |
| Financial Telesis, Inc. | San Rafael, CA | Feb 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2002 |
- MA
-
Total Assets Under Management560MILLIONS
-
Total Number of Accounts2,056ACCOUNTS
-
Average Account Value$272,554
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA
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