Kevin David Whitmore

Kevin David Whitmore

Gestore di Portafoglio-Azioni presso Eldridge Investment Advisors, Inc.

Finance
Consumer Services

Profilo

Mr. Kevin D.
Whitmore is a Financial Advisor at Eldridge Investment Advisors, Inc. He brings almost three decades of securities industry experience to his role as a financial advisor.
He joined the firm in 2005, where he specializes in managing client investment portfolios for growth and income with an emphasis on tax efficiency.
As an independent financial advisor, he is dedicated to providing personal wealth planning and asset management services through a fee-based platform.
Mr. Whitmore began his career in the securities business in 1988.
He was previously employed as a Principal by E.F.
Hutton & Co. (London) Ltd.
and a Principal by Morgan Stanley.
Mr. Whitmore his B.A.
in business and economics from St. Anselm College.
He is licensed in both the securities and insurance fields through LPL Financial and holds Series 7 and 63 securities registrations through LPL Financial and Series 66 through both LPL and Eldridge Investment Advisors.
He also holds his New Hampshire State Life & Health Insurance License.

Posizioni attive di Kevin David Whitmore

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2005
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Precedenti posizioni note di Kevin David Whitmore

SocietàPosizioneFine
MORGAN STANLEY Corporate Officer/Principal -
E.F. Hutton & Co. (London) Ltd. Corporate Officer/Principal -
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Formazione di Kevin David Whitmore

St. Anselm College Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

6

Relazioni di 1° grado

4

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Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Società quotate in Borsa1
MORGAN STANLEY

Finance

Aziende private2

Finance

E.F. Hutton & Co. (London) Ltd.

Finance

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