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Kevin B. Ballou

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CRD#: 1895717
KB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Brendan Ballou was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1988. Kevin had worked at 5 firms and has passed the Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 2, 2001 - January 3, 2012

CLARK SECURITIES, INC.

BD
CRD#: 43803
GAITHERSBURG, MD
Past

July 11, 2000 - July 2, 2001

CLARK-BARDES SECURITIES, INC.

BD
CRD#: 29094
DALLAS, TX
Past

July 14, 1993 - December 2, 1999

SCHOENKE & ASSOCIATES SECURITIES CORPORATION

BD
CRD#: 31245
GERMANTOWN, MD
Past

February 28, 1991 - May 28, 1993

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

November 2, 1988 - November 24, 1990

FEDERATION FOR FINANCIAL INDEPENDENCE

BD
CRD#: 13355

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/21/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CS
CLARK SECURITIES, INC.
CCFS, INC. | CRG FINANCIAL SERVICES, INC. | CLARK/BARDES FINANCIAL SERVICES, INC. | CLARK SECURITIES, INC. | CLARK SECURITIES, INC D/B/A CLARK CONSULTING INVESTMENT ADVISERS

CRD#: 43803 / SEC#: , 8-50445

BD
Terminated by SEC on 02/11/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 03/01/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AUSA DISTRIBUTION CORPOWNER
FEHR, STEPHEN JTREASURER, FINOP5780742
LANING, KURT JAMESDIRECTOR/PRESIDENT2570310
SZEKELY, GIGI KLARACHIEF COMPLIANCE OFFICER2530826

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLARK SECURITIES, INC.

CRD#: 43803

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