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Kevin James Anthony

PEREGRINE INVESTMENT ADVISORS, LLC·MADISON, Mississippi
Series 65Clean record24 years registeredPEREGRINE INVESTMENT ADVISORS, LLC
801 BAPTIST DRIVE, MADISON, MS 39110CRD# 1552494Firm CRD# 153081

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin James Anthony · MADISON, MS
Registration
CRD #1552494 · PEREGRINE INVESTMENT ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

PEREGRINE INVESTMENT ADVISORS, LLC
Mar 2010 – present
MEDLEY & BROWN
Jan 2005 – Jan 2010
RIDGELAND, MS
MEDLEY & BROWN
Jun 2002 – Mar 2005
RIDGELAND, MS
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 12, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PEREGRINE INVESTMENT ADVISORS, LLC
CRD 153081 · SEC 801-71179
AUM
$333M
Regulatory assets under management
Employees
4
219 client accounts
Services offered by PEREGRINE INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PEREGRINE INVESTMENT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Kevin James Anthony offer?
Kevin James Anthony specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MADISON, Mississippi for a consultation.
What are Kevin James Anthony's credentials?
Kevin James Anthony is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin James Anthony located?
Kevin James Anthony is based in MADISON, Mississippi, working with PEREGRINE INVESTMENT ADVISORS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Kevin James Anthony charge for services?
Kevin James Anthony's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEREGRINE INVESTMENT ADVISORS, LLC?
PEREGRINE INVESTMENT ADVISORS, LLC has approximately 4 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PEREGRINE INVESTMENT ADVISORS, LLC

John O'donnell Knox
MADISON, MS

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Mississippi
JACKSON (39)RIDGELAND (32)TUPELO (6)FLOWOOD (5)CLARKSDALE (5)MOSS POINT (3)HATTIESBURG (3)STARKVILLE (3)CLINTON (3)GULFPORT (2)
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Research
Advisor Fees in MississippiNational Fee Analysis
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