Unclaimed Profile

Kevin Brian Arnold

CLEARVIEW INVESTMENT PARTNERS, LLC·COSTA MESA, California

Series 7, Series 31, Series 63Clean record28 years registeredCLEARVIEW INVESTMENT PARTNERS, LLC

3151 AIRWAY AVENUE, COSTA MESA, CA 92626CRD# 1300993Firm CRD# 150046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Brian Arnold · COSTA MESA, CA

Registration

CRD #1300993 · CLEARVIEW INVESTMENT PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLEARVIEW INVESTMENT PARTNERS, LLC

CLEARVIEW INVESTMENT PARTNERS, LLC

May 2009 – Mar 2021

COSTA MESA, CA

UBS FINANCIAL SERVICES INC.

Jun 1998 – Jun 2009

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Registration record

First registered · June 10, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARVIEW INVESTMENT PARTNERS, LLC

CRD 150046 · SEC 801-70141

AUM

$94M

Regulatory assets under management

Employees

377 client accounts

Services offered by CLEARVIEW INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEARVIEW INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Brian Arnold offer?

Kevin Brian Arnold specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin Brian Arnold's credentials?

Kevin Brian Arnold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Brian Arnold located?

Kevin Brian Arnold is based in COSTA MESA, California, last registered with CLEARVIEW INVESTMENT PARTNERS, LLC.

How does Kevin Brian Arnold charge for services?

Kevin Brian Arnold's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARVIEW INVESTMENT PARTNERS, LLC?

CLEARVIEW INVESTMENT PARTNERS, LLC has approximately 3 employees and manages $94M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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