Kevin ClaphamCRD Number: 5460750
Current Firm: Eagle Strategies LLC
Kevin Clapham (CRD# 5460750) is an Investment Advisor Representative working at Eagle Strategies LLC in Sheridan, WY and has over 12 years of experience in the finance industry.
Cetera Advisor Networks LLC
D.a. Davidson & Company
U.s. Bancorp Investments, Inc.
|Momentum Capital Group, LLC||Sheridan, WY||Mar 2020 - Current||3|
|Eagle Strategies LLC||Denver, CO||Jan 2011 - Current||12|
|Nylife Securities LLC||Denver, CO||Mar 2008 - Current||15|
|New York Life Insurance Company||Denver, CO||Dec 2007 - Current||15|
|Integrated Financial Strategies, LLC||Denver, CO||Apr 2011 - Mar 2020||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
|S63||Uniform Securities State Law Examination||Aug 2013|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- 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
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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