KC
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
319 clients
Average Client Portfolio
$206K average
Assets Under Management
$65.8M
Fee Structure
Salem Advisory Group's Investment Advisor Representatives may also be insurance salespersons, creating a potential conflict of interest. Clients are under no obligation to conduct insurance business with Salem Advisory Group, LLC.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
1332 Post Road, Suite 2A, Wells, ME, 04090
Get directionsRegulatory History (1)
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Regulatory
June 2018Final
Other Business Activities
Kevin is an ad hoc, non-voting member of the investment committee for Cheverus High School, a non-profit Jesuit high school. This activity, which is not investment-related, requires minimal time.
Employment History
Current Registrations
Salem Advisory Group LLC
August 2009 - Present · 16 yrs 5 mos
Previous Registrations
H. Beck, INC.Broker
June 2009 - January 2012 · 2 yrs 7 mos
Lighthouse Investments
March 2004 - July 2009 · 5 yrs 4 mos
Fsc Securities CorporationBroker
November 2000 - January 2001 · 2 mos
Commonwealth Financial Network Broker
January 1999 - October 2000 · 1 yr 9 mos
American Express Financial Advisors INC. Broker
June 1995 - January 1999 · 3 yrs 7 mos
Ids Life Insurance CompanyBroker
June 1995 - January 1999 · 3 yrs 7 mos
State Registrations6 states
FLMAMENHOHTX
Advisor
Exams
No exam information available for this advisor.