KP
KP

Kevin Bruce Paine

34 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
585 clients
Average Client Portfolio
$580K average
Assets Under Management
$339.0M

Fee Structure

Financial Planning:Investment management only
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Location

259 N. Radnor-Chester Rd. Ste. 140, Radnor, PA, 19087

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2001
Settled
Other Business Activities

Kevin is a licensed real estate broker. This activity is not investment-related.

Employment History
Current Registrations
Cresap, INC.
November 2006 - Present · 19 yrs 3 mos
Cresap, INC.Broker
October 2004 - Present · 21 yrs 4 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2001 - October 2004 · 3 yrs 9 mos
First Union Securities, INC.Broker
October 1999 - February 2001 · 1 yr 4 mos
First Union Capital Markets CORP.Broker
June 1996 - October 1999 · 3 yrs 4 mos
Gruntal & CO. IncorporatedBroker
May 1995 - June 1996 · 1 yr 1 mo
Janney Montgomery Scott INC.Broker
January 1992 - June 1995 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1991 - December 1991 · 6 mos
State Registrations26 states
ARAZCACOCTDCDEFLGAILINMAMDMEMNNCNHNJNVNYOHORPAVAVTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.