Best Investors Account Sign in

Kevin Patrick Angney

Ccf Advisors LLC

Rocky River, OH

Claim This Profile
Current Employers
Ccf Advisors Llc

21851 Center Ridge Road Suite 404, Rocky River, OH 44116 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2006-06-22
  • OH RA
    APPROVED
    Since 2006-06-22

Branch Locations

21851 Center Ridge Road Suite 404, Rocky River, OH 44116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fortune Financial Services Inc New Brighton PA 07/2006 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-09-12
S65 Uniform Investment Adviser Law Examination 1997-09-04
  • 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

View on SEC IAPD

Other Firms

UBS FINANCIAL SERVICES INC.
ZAK ADVISORY, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
PROVIDENCE FINANCIAL SERVICES, LLC
CLEVELAND CAPITAL MANAGEMENT, L.L.C.
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC

Other Investors

MICHAEL OTOOLE LEAMON
BRADLEY HOWARD BARTEL
MATTHEW RICHARD HOWARD
SUSAN LEE PATCHEN
SPENCER HERBERT SEAMAN
RICHARD STEVEN MILLIGAN
WILLIAM RALPH MURMAN
ANTHONY JAMES GOLDYN

Other Offices

UBS FINANCIAL SERVICES INC. · ROCKY RIVER, OH
ZAK ADVISORY, LLC · ROCKY RIVER, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Rocky River, OH
EDWARD JONES · ROCKY RIVER, OH
PROVIDENCE FINANCIAL SERVICES, LLC · ROCKY RIVER, OH
PROVIDENCE FINANCIAL SERVICES, LLC · Rocky River, OH
CLEVELAND CAPITAL MANAGEMENT, L.L.C. · ROCKY RIVER, OH
U.S. BANCORP ADVISORS, LLC · Rocky River, OH

More in Rocky River, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor