Kevin Patrick Angney

Employer firm

Ccf Advisors LLC CRD 141018

$13.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → Present
  Fortune Financial Services Inc
  New Brighton, PA

Previous Registrations

• 2004-04-15 → 2006-06-29
  Lpl Financial Llc
  Westlake, OH
  Shaker Heights, OH
• 2001-02-05 → 2004-05-06
  Banc One Securities Corporation
  Parma, OH

Other Businesses

1.) INDEPENDENT FIXED INSURANCE BUSINESS / SELLING FIXED LIFE, HEALTH, AND/OR ANNUITY PRODUCTS 2.) CCF ADVISORS LLC - RIA 3.) COLLEGE FUNDING PLANNING MARKETED THROUGH CLEVELAND COLLEGE FUND

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-09-12
• S65 Uniform Investment Adviser Law Examination
  1997-09-04

Other Names

• Kevin Williamson
• Kevin Angney