Kevin Burns (CRD# 4125229) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.
CRD# 5359335
Mutual Advisors, LLC
CRD# 6008930
Fifth Third Securities, Inc.
CRD# 1562156
Horter Investment Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&s Brokerage Services | Cincinnato, OH | May 2007 - Current | 17 |
| Western Southern Life | Cincinnati, OH | May 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- OH
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Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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