Kevin
Sullivan
Namcoa
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About this Advisor
Kevin Sullivan is a financial advisor based in Naples, Florida, working with Namcoa. Kevin has previously held positions at Infinite Wealth Advisors, LLC and Namcoa. Kevin has passed the Series 65 regulatory exam and is registered to provide services in Arizona and North Carolina. Currently, Kevin is part of Namcoa, which operates out of Naples, Florida. The firm has 19 offices and 17 employees. The firm manages assets totaling $277.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Namcoa includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Namcoa Brokerage Details
$277,669,058
17
368
$754,535
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kevin Sullivan Work History
Namcoa
Infinite Wealth Advisors, LLC
Disclosures
Please visit the SEC profile of Kevin Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Namcoa
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Statesville, NC
Naples, FL
Estero, FL
La Jolla, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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