Unclaimed Profile

Kevin Brooks Cheezum

NESTEGGS RETIREMENT PLAN SERVICES, INC.·JACKSONVILLE, Florida

Clean recordNESTEGGS RETIREMENT PLAN SERVICES, INC.

10407 CENTURION PARKWAY NORTH, JACKSONVILLE, FL 32256CRD# 4736471Firm CRD# 133507

Profile Verification

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

Identity

Kevin Brooks Cheezum · JACKSONVILLE, FL

Registration

CRD #4736471 · NESTEGGS RETIREMENT PLAN SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Brooks Cheezum is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with NESTEGGS RETIREMENT PLAN SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NESTEGGS RETIREMENT PLAN SERVICES, INC.

NESTEGGS, INC.

AUM

$484M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NESTEGGS RETIREMENT PLAN SERVICES, INC. →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4736471

Firm CRD# 133507

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Brooks Cheezum offer?

Kevin Brooks Cheezum specializes in Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Kevin Brooks Cheezum's credentials?

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

Where is Kevin Brooks Cheezum located?

Kevin Brooks Cheezum is based in JACKSONVILLE, Florida, working with NESTEGGS RETIREMENT PLAN SERVICES, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Kevin Brooks Cheezum charge for services?

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

How large is NESTEGGS RETIREMENT PLAN SERVICES, INC.?

NESTEGGS RETIREMENT PLAN SERVICES, INC. has approximately 18 employees and manages $484M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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