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WK

Wayne A. Krell

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CRD#: 4395982
WK

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.

Wayne Alan Krell was a registered financial professional .

Wayne is a previously registered financial professional and started their career in finance in 2007. Wayne had worked at 8 firms and has passed the Series 27 exam.

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

January 28, 2015 - December 19, 2016

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
ST. CLOUD, MN
Past

January 28, 2015 - December 31, 2016

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
St. Cloud, MN
Past

January 28, 2015 - May 30, 2017

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
ST CLOUD, MN
Past

January 28, 2015 - May 30, 2017

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
ST CLOUD, MN
Past

December 17, 2014 - May 30, 2017

CETERA ADVISORS LLC

BD
CRD#: 10299
ST CLOUD, MN
Past

December 17, 2014 - May 30, 2017

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
ST CLOUD, MN
Past

June 20, 2012 - May 30, 2017

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
ST CLOUD, MN
Past

October 30, 2007 - May 30, 2017

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST CLOUD, MN

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


Principal/Supervisory Exam
RR
Series 27
Date: 10/23/2007
Financial and Operations Principal Examination

Current Firm


IC
INVESTORS CAPITAL CORP.
INVESTORS CAPITAL ADVISORY | INVESTORS CAPITAL CORP.

CRD#: 30613 / SEC#: 801-62341, 8-45054

BD
Terminated by SEC on 01/17/2017
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Contact information


Main Address
6 Kimball Lane, Lynnfield, MA 01940
Mailing Address
Phone number
Established
Massachusetts since 07/06/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ICA PART 2A BROCHURE & APPENDIX 1 (10/5/2016)

Direct owners and executive officers


NamePositionCRD#
INVESTORS CAPITAL HOLDINGS, LLCOWNER
BRETON, BERNARD ANDREBD CHIEF COMPLIANCE OFFICER2030660
OLSON, GREGORY ALANSECRETARY2692482
SHELSON, MARK PAULTREASURER1819252
SMILEY, STANLEY ROBERTVICE PRESIDENT3004604

Disclosures


Regulatory Event22
Arbitration11

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


INVESTORS CAPITAL CORP.

CRD#: 30613

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