Kevin
Doyle
Osaic Institutions, Inc
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About this Advisor
Kevin Doyle is a financial advisor based in Mechanicsville, Virginia, working with Osaic Institutions, Inc. Kevin has previously held positions at Suntrust Investment Svc, Inc, Suntrust Investment Services, Inc, Suntrust Advisory Services, Capitol Securities Management, Infinex Investments, Inc, and Virginia Asset Group. Kevin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Kevin is part of Osaic Institutions, Inc, which operates out of Mechanicsville, Virginia. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. 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 Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
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 Doyle Work History
Infinex Investments, Inc
Virginia Asset Group
Capitol Securities Management
Suntrust Advisory Services
Suntrust Investment Svc, Inc
Suntrust Investment Services, Inc
Disclosures
Please visit the SEC profile of Kevin Doyle 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 Osaic Institutions, Inc
Chapel Hill, NC
New York, NY
Dover, NH
Cornelius, NC
Centerville, MA
Meriden, CT
Canton, MA
Christiansburg, VA
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