KM
KM

Kevin Andrew Messenger

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
357 clients
Average Client Portfolio
$637K average
Assets Under Management
$227.6M

Fee Structure

Minimum Investment:$250K
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Location

120 Newport Center Dr, Suite 100, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin works as an insurance agent for Signature Resources Insurance and Financial Services, dedicating a few hours per week. He also works as an Investment Advisor Representative for Signature Resources Capital Management, spending nearly full-time soliciting for IA Services.

Employment History
Current Registrations
Signature Resources Capital Management, LLC
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
MML Investors Services, LLCBroker
November 2014 - August 2023 · 8 yrs 9 mos
Signator Investors, INC.Broker
August 2010 - October 2014 · 4 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.