Kevin Collins Eghrari

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 09/2022 → Present
  Eghrari Wealth Training Llc
  Smithtown, NY
• 06/2021 → 07/2022
  Allergenis
  Hatfield, PA
• 10/2018 → 05/2021
  Kinesso Formerly Ipg Mediabrands
  New York, NY
• 05/2017 → 08/2017
  Zebra Technologies
  Holtsville, NY
• 09/2011 → 05/2018
  Full-Time Student
  Setauket, NY
• 06/2018 → 10/2018
  Unemployed
  Setauket, NY
• 11/2023 → Present
  Brokers International Financial Services
  Smithtown, NY

Previous Registrations

• 2022-09-30 → 2023-12-31
  Eghrari Wealth Training Llc
  Smithtown, NY

Other Businesses

Eghrari Wealth Training; investment related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; Investment services; Investment Coach; 06/01/2022; 40 hours per month; 40 hours during security hours; Meet with clients to review statements, answer questions, manage accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-19