Kevin Sullivan, AIF

Investment Advisor Representative

Click here to view/download Kevin Sullivan Personal  Profile (ADV2b) 

Designations: Accredited Investment Fiduciary (AIF®)       

Examinations & Licenses: NASAA: Series 65 (Investment Adviser Law) 2022

Insurance Licenses: North Carolina Life, Annuity and Health Insurance Resident License.  Also, life and annuity licensed in the several states as a  non-resident agent.

Phone 888-477-5525 Ext 123
Fax 239-593-9731
Mobile Phone 704-905-8002