Kevin M. Hurley

HURLEY INVESTMENTS

Alpine, UT 84004

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CRD#: 5633668

Professional summary

Kevin Michael Hurley is a registered financial advisor currently at HURLEY INVESTMENTS, LLC located in Alpine, Utah.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kevin has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

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) INSURANCE AGENT - 6/2009 TO PRESENT. INVESTMENT RELATED. I OFFER INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 175 WEST CANYON CREST ROAD, ALPINE, UT 84004.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Hurley'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

February 6, 2012 - Present

HURLEY INVESTMENTS, LLC

Office #1: 175 West Canyon Crest Road Suite 101, Alpine, UT 84004

RIA

CRD#: 153535

Alpine, UT

Past

June 1, 2010 - December 31, 2011

HURLEY INVESTMENTS, LLC

RIA

CRD#: 153535

SANDY, UT

Past

January 27, 2010 - May 13, 2010

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

CEDAR HILLS, UT

Past

January 15, 2010 - May 13, 2010

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 124446

CEDAR HILL, UT

Past

April 6, 2009 - January 14, 2010

HURLEY INVESTMENTS, LLC

RIA

CRD#: 148193

WEST JORDAN, UT

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

Colorado
(3/6/2023)

IAR

Louisiana
(3/13/2023)

IAR

Texas
(3/7/2023)

IAR

Utah
(2/6/2012)

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.

Exams

State Security Law Exam

Series 63

Date: 3/15/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/27/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 1/26/2010

General Securities Representative Examination

Current Firm

HURLEY INVESTMENTS, LLC

BURKHART & WARD | HURLEY INVESTMENTS, LLC

CRD#: 153535 / SEC#:

Colorado

Registered Investment Advisory firm - (7/6/2017 Approved)

Louisiana

Registered Investment Advisory firm - (3/13/2023 Approved)

Mississippi

Registered Investment Advisory firm - (1/5/2015 Approved)

Texas

Registered Investment Advisory firm - (3/7/2023 Conditional Restricted)

Utah

Registered Investment Advisory firm - (5/27/2010 Approved)

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Contact information

Main Address

175 West Canyon Crest Road Suite 101, Alpine, UT 84004

Mailing Address

Phone number

(888) 287-1030

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 23,175,167

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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Kevin M. Hurley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Hurley's CRS (Customer Relationship Summary).

Certified licenses

Experience

HURLEY INVESTMENTS, LLC

HURLEY INVESTMENTS, LLC

J.P. TURNER & COMPANY, L.L.C.

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

HURLEY INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/15/2010

Series 65

Date: 2/27/2009

Series 7

Date: 1/26/2010

Current Firm

HURLEY INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HURLEY INVESTMENTS, LLC

TRUST BUT VERIFY

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