Kevin P. Angney

CCF ADVISORS LLC

ROCKY RIVER, OH 44116

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CRD#: 2938135

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 SERVICES, INC. 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 Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Angney | Kevin Williamson

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.

1.) INDEPENDENT FIXED INSURANCE BUSINESS / SELLING FIXED LIFE, HEALTH, AND/OR ANNUITY PRODUCTS 2.) CCF ADVISORS LLC - RIA 3.) COLLEGE FUNDING PLANNING MARKETED THROUGH CLEVELAND COLLEGE FUND

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Patrick Angney's CRS (Customer Relationship Summary).

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

Current

June 22, 2006 - Present

CCF ADVISORS LLC

Office #1: 21851 Center Ridge Road Suite 404, Rocky River, OH 44116

RIA

CRD#: 141018

ROCKY RIVER, OH

Current

July 5, 2006 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 21851 Center Ridge Road #404, Rocky River, OH 44116

CRD#: 42150

ROCKY RIVER, OH

Past

April 15, 2004 - June 29, 2006

LPL FINANCIAL LLC

RIA

CRD#: 6413

WESTLAKE, OH

Past

April 14, 2004 - June 29, 2006

LPL FINANCIAL LLC

CRD#: 6413

WESTLAKE, OH

Past

February 5, 2001 - May 6, 2004

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

PARMA, OH

Past

September 10, 1998 - May 6, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

October 1, 1997 - June 1, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/3/2023)

Colorado
(1/3/2024)

Florida
(1/3/2023)

Indiana
(1/3/2024)

North Carolina
(1/16/2020)

IAR

Ohio
(6/22/2006)

Ohio
(7/5/2006)

Virginia
(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

State Security Law Exam

Series 63

Date: 9/12/1997

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/4/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/19/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/22/1997

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CCF ADVISORS LLC

CRD#: 141018 / SEC#:

Ohio

Registered Investment Advisory firm - (6/19/2006 Approved)

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Contact information

Main Address

21851 Center Ridge Road Suite 404, Rocky River, OH 44116

Mailing Address

Phone number

(440) 253-2077

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 12,070,000

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.

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Advisor Monitoring

Firm Stability Insights

Kevin P. Angney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Patrick Angney's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNE FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/12/1997

Series 65

Date: 9/4/1997

SIE

Date: 10/1/2018

Series 31

Date: 9/19/1997

Series 7

Date: 8/22/1997

FINRA

Current Firm

CCF ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CCF ADVISORS LLC

TRUST BUT VERIFY

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