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KH

Kevin Hebson

KEVIN HEBSON & COMPANY
Winnetka, IL 60093
Some features on this profile are disabled
CRD#: 703983
KH

Professional summary

Kevin Hebson is a registered financial advisor currently at KEVIN HEBSON & COMPANY located in Winnetka, Illinois.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Kevin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

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.
OBA: NEW CUMNOCK CONSULTING INC. 155 N HARBOR DRIVE TAX PLANNING AND BOOKKEEPING, OWNER, 01/01/1991 15-20 HOURS PER MONTH/0 HOURS PER TRADING, APPROX 0 HOURS SPENT DURING TRADING; SINCE 1991. DBA: KEVIN HEBSON & COMPANY;155 N. HARBOR DR. CHICAGO, IL 60601;DBA- KEVIN HEBSON & COMPANY;155 N. HARBOR DR. CHICAGO, IL 60601;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Hebson'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

August 12, 2016 - Present

KEVIN HEBSON & COMPANY

Office #1: 1001 Green Bay Road #229, Winnetka, IL 60093
RIA
CRD#: 284899
Winnetka, IL
Past

November 30, 2010 - September 14, 2016

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
CHICAGO, IL
Past

November 30, 2010 - September 14, 2016

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
CHICAGO, IL
Past

November 17, 2008 - December 6, 2010

FINTEGRA, LLC

RIA
CRD#: 16741
CHICAGO, IL
Past

November 17, 2008 - December 6, 2010

FINTEGRA, LLC

BD
CRD#: 16741
CHICAGO, IL
Past

July 7, 2008 - December 31, 2012

KEVIN HEBSON & COMPANY

RIA
CRD#: 146918
CHICAGO, IL
Past

April 12, 1998 - November 17, 2008

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHICAGO, IL
Past

July 27, 1995 - November 17, 2008

LPL FINANCIAL LLC

BD
CRD#: 6413
CHICAGO, IL
Past

January 19, 1980 - August 4, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
Illinois
(8/12/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/14/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/8/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/14/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/1980
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/25/1995
General Securities Principal Examination

Current Firm

KH
KEVIN HEBSON & COMPANY
KEVIN HEBSON & COMPANY | NEW CUMNOCK CONSULTING, INC.

CRD#: 284899 / SEC#:

Illinois
Registered Investment Advisory firm - (8/12/2016 Approved)
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Contact information

Main Address
1001 Green Bay Road #229, Winnetka, IL 60093
Mailing Address
Phone number
(424) 252-1226
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts40
AUM (Assets Under Management)$ 16,136,900

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

KEVIN HEBSON & COMPANY

CRD#: 284899Winnetka, IL 60093

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