How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 50/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.INDEPENDENT INSURANCE AGENT, MARCO ISLAND, FL, 7/2004 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 0/TRADING. 3.VIVI REALTY INC, 799 S BARFIELD DR, MARCO ISLAND, FL,11/1997 AS OFFICER OF REAL ESTATE HOLDING COMPANY. NIR - 0 HRS.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Kevin Paul Sullivan

Experience: 20 years / 5 firms

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