Kevin Patrick Angney
Professional Summary
Kevin Patrick Angney, who also goes by Kevin Angney, Kevin Williamson, is a registered financial advisor currently at CCF ADVISORS LLC located in Rocky River, Ohio and FORTUNE FINANCIAL SERIVCES, LLC located in Rocky River, Ohio. Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Kevin has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 31 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kevin Angney, Kevin Williamson
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Years of Experience
29 years in the financial services industry
Current & Past Employments
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Current Firm
CCF ADVISORS LLC
Contact Information
Main Address
21851 Center Ridge Road Suite 404, Rocky River, OH 44116Phone Number
(440) 253-2077# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
54AUM (Assets Under Management)
$13,816,000Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
State Registrations and Notice Filings
(1/3/2023)
(1/3/2024)
(1/3/2023)
(1/3/2024)
(1/16/2020)
(6/22/2006)
(7/5/2006)
(1/5/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Patrick Angney's CRS (Customer Relationship Summary).
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
