Kevin E. Flint
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 Edward Flint, CFP® was a registered financial professional .
Kevin is a previously registered financial professional and started their career in finance in 1998. Kevin had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2005
Experience
November 1, 2022 - June 24, 2025
TAMALPAIS ASSET MANAGEMENT
June 7, 2021 - June 30, 2022
CALAMAR CAPITAL MANAGEMENT
May 29, 2021 - January 2, 2026
CALAMAR FINANCIAL GROUP, LLC
September 5, 2001 - April 12, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
September 5, 2001 - June 2, 2021
OSAIC FA, INC.
March 31, 1998 - August 16, 2001
TRG FINANCIAL, INC.
Primary Firm SEC Registration
TAMALPAIS ASSET MANAGEMENT
CRD#: 301017 / SEC#: 801-132936
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TAMALPAIS ASSET MANAGEMENT
CRD#: 301017 / SEC#: 801-132936
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 485 |
| AUM (Assets Under Management) | $ 251,000,000 |
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.
