Best Investors Account Sign in
Inactive

Kevin Li

Capital Resource Advisors LLC.

Portland, ME

Claim This Profile
Current Employers
Capital Resource Advisors Llc.

Portland, ME • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-08-18
  • ME RA
    APPROVED
    Since 2025-08-18

Branch Locations

Portland, ME • 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
Morgan Stanley Portland ME 08/2018 08/2021
J.P. Morgan Securities Llc Falmouth ME 08/2021 04/2022
Merrill Lynch Portland ME 04/2022 03/2025
University Of Southern Maine (Usm) Portland ME 01/2013 09/2018
Capital Resource Advisors Llc. Portland ME 01/2025 Present
  • 08/2018 → 08/2021
    Morgan Stanley
    Portland, ME
  • 08/2021 → 04/2022
    J.P. Morgan Securities Llc
    Falmouth, ME
  • 04/2022 → 03/2025
    Merrill Lynch
    Portland, ME
  • 01/2013 → 09/2018
    University Of Southern Maine (Usm)
    Portland, ME
  • 01/2025 → Present
    Capital Resource Advisors Llc.
    Portland, ME
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-12
  • S66 Uniform Combined State Law Examination
    2021-11-12

View on SEC IAPD

More in Portland, ME

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor