Kevin Crowley, CLU, ChFC

Investment Consultant at HD Vest Financial Services
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Location
Morgan Hill, California, United States, US

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Investment Consultant
      • Jul 2018 - Present

      Educate, inform and empower clients by delivering the most accurate and timely information available and provide the highest quality of products and services. 401k Qualified Retirement Plans, Profit Sharing, Defined Benefit, SEP's, IRA's and 529 Plans. Educate, inform and empower clients by delivering the most accurate and timely information available and provide the highest quality of products and services. 401k Qualified Retirement Plans, Profit Sharing, Defined Benefit, SEP's, IRA's and 529 Plans.

    • Kevin W Crowley
      • Jan 1984 - Present

      Over 30 years Life Insurance Planning Over 30 years Life Insurance Planning

    • Kevin W Crowley, CLU, ChFC
      • Jan 1984 - 2014

      Employee Benefit Programs, Commercial insurance Property & Liability, Work Comp, Individual Auto and Home Insurance. Life Insurance, Annuities and Disability Insurance Employee Benefit Programs, Commercial insurance Property & Liability, Work Comp, Individual Auto and Home Insurance. Life Insurance, Annuities and Disability Insurance

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Registered Representative
      • Feb 1984 - Dec 2000

Education

  • California Polytechnic State University-San Luis Obispo
  • Bellarmine College Preparatory
  • Saint Martin of Tours, San Jose

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