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KT

Kevin D. Telford

SHAREHOLDERS SERVICE GROUP
CULVER CITY, CA 90232
Some features on this profile are disabled
CRD#: 7951943
KT

Professional summary

Kevin David Telford is a registered financial professional currently at SHAREHOLDERS SERVICE GROUP, LLC located in Culver City, California.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2025. Kevin has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

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) - BD

Click below to view Kevin David Telford's CRS (Customer Relationship Summary).
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

March 25, 2025 - Present

SHAREHOLDERS SERVICE GROUP, LLC

Office #1: 3030 S La Cienega Blvd, Culver City, CA 90232
BD
CRD#: 125226
CULVER CITY, CA

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

State Security Law Exam
RR
Series 63
Date: 9/12/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/25/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/12/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SS
SHAREHOLDERS SERVICE GROUP, LLC
SHAREHOLDER SERVICES GROUP, INC. | SHAREHOLDERS SERVICE GROUP, LLC | SHAREHOLDERS SERVICE GROUP, INC.

CRD#: 125226 / SEC#: , 8-65778

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3030 S La Cienega Blvd, Culver City, CA 90232
Mailing Address
Po Box 600125, San Diego, CA 92160
Phone number
(858) 530-1031
Established
California since 09/30/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALTRUIST CORP.SOLE MEMBER
ABAGAT, ROLANDO BAYANIPRESIDENT, COO, AML CO, CCO1948023
COTE, WILLIAM BRUCEVICE PRESIDENT2383368
MORIOKA, TIMOTHY JOHNVICE PRESIDENT2180737

Disclosures

Regulatory Event1
Arbitration1

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

SHAREHOLDERS SERVICE GROUP, LLC

CRD#: 125226Culver City, CA 90232

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