Kevin Givens

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 04/2016 → 05/2018
  Hornor Townsend & Kent Inc
  Horsham, PA
• 04/2016 → 05/2018
  Penn Mutual Life Insurance Co
  Horsham, PA
• 05/2018 → Present
  National Life Group
  Hauppauge, NY
• 05/2018 → Present
  Equity Services Inc
  Montpelier, VT

Other Businesses

*MAVERYCK INSURANCE AGENCY. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. INV REL. MAY 2024. LIFE PRODUCT SALES AND SERVICE TO CLIENTS. AGENT. DURING TRADE HRS. *EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. JULY 2025. INV REL. FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS INCLUDING LIFE, HEALTH, DISABILITY, AND LTC. DURING TRADE HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-07-10