KEVIN A. MESSENGER
SIGNATURE RESOURCES CAPITAL MANAGEMENT | Wealth Management Advisor at Signature Resources Capital Management, LLC
Newport Beach, CA 92660
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CRD#: 5235076
Professional summary
KEVIN ANDREW MESSENGER is a registered financial advisor currently at SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC located in Newport Beach, California.
KEVIN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. KEVIN has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Biography
I find individuals and business owners work with me for a range of reasons, with each seeking advice tailored to the values, needs, goals and problems they’d like to address. The results create a more organized and secure financial foundation through a thoughtfully designed and judiciously implemented financial plan that seeks to secure financial wellness and build generational wealth.
We further help entrepreneurial clients shape their businesses as they imagine them. Our work looks to shoulder the focus on personal wealth and legacy, allowing owners to concentrate on business operations and growth. Seeking to design and implement strategies to attract and retain top talent, we develop formal financial wellness programs designed to reduce employee financial stress, with the intention to develop a more productive and profitable work environment.
Your financial situation, plans and goals are unique. We look to embrace those distinctions to develop an approach that exclusively focuses on your best interest and optimal financial outcomes.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) OBA Name: Signature Resources Insurance and Financial Services, 19900 MacArthur Boulevard, Suite 900, Irvine, CA 92612, Investment Related: Yes, Position: Agent, Description of duties: Insurance sales and service, Start Date: Jan-10, Hours/Month during business hours: 10, Hours/Month outside of business hours: 10 (2) Name: Signature Resources Capital Management Inv Rel: Y Add: 19900 MacArthur Blvd Suite 920 Irvine CA 92612 Nature: Independent Investment Advisor Position: Investment Advisor Representative Start Date: 01/01/2010 No Hrs/ MO: 120 No Hrs/Mo Dur Trading: 12 Duties: Solicitor for IA Services
CRS (Client Relationship Summary) - RIA
Click below to view KEVIN ANDREW MESSENGER'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®
NoneExperience
Current
January 20, 2011 - Present
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
Office #1: 120 Newport Center Dr Suite 100, Newport Beach, CA 92660RIA
CRD#: 144069
Newport Beach, CA
Past
November 4, 2014 - August 15, 2023
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
LA JOLLA, CA
Past
August 23, 2010 - October 31, 2014
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
IRVINE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SR
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
EDGE WEALTH STRATEGIES LLC | STATERA ASSET MANAGEMENT | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
CRD#: 144069 / SEC#: 801-67988
RIA
Registered Investment Advisory firm - (6/8/2007 Approved)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.Highlighted states indicate IAR registrations
IAR
California(1/20/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SR
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
EDGE WEALTH STRATEGIES LLC | STATERA ASSET MANAGEMENT | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
CRD#: 144069 / SEC#: 801-67988
RIA
Registered Investment Advisory firm - (6/8/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
120 Newport Center Dr Suite 100, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 261-7726
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 807 |
| AUM (Assets Under Management) | $ 227,563,327 |
Red Flags
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Company Information
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
Wealth Management Advisor at Signature Resources Capital Management, LLCCRD#: 144069Newport Beach, CA 92660TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
