Unclaimed Profile

Kevin Laurence London

SIGHTLINE INVESTMENTS, LLC·MALVERN, Pennsylvania

Series 7, Series 66Clean record24 years registeredSIGHTLINE INVESTMENTS, LLC

5 GREAT VALLEY PARKWAY, MALVERN, PA 19355CRD# 3123234Firm CRD# 153828

Profile Verification

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

Identity

Kevin Laurence London · MALVERN, PA

Registration

CRD #3123234 · SIGHTLINE INVESTMENTS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTHCARE CAPITAL MANAGEMENT LLC

Mar 2014 – present

SIGHTLINE INVESTMENTS, LLC

Apr 2011 – Mar 2014

MALVERN, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2003 – Apr 2011

PHILADELPHIA, PA

CREDIT SUISSE FIRST BOSTON

Jan 2003 – Jul 2003

NEW YORK, NY

DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION

Jul 2002 – Jan 2003

BALA CYNWYD, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 25, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGHTLINE INVESTMENTS, LLC

CRD 153828 · SEC 801-71520

AUM

$92M

Regulatory assets under management

Employees

77 client accounts

Services offered by SIGHTLINE INVESTMENTS, 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 SIGHTLINE INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Laurence London offer?

Kevin Laurence London specializes in Investment Management, Wealth Management. Contact their office in MALVERN, Pennsylvania for a consultation.

What are Kevin Laurence London's credentials?

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

Where is Kevin Laurence London located?

Kevin Laurence London is based in MALVERN, Pennsylvania, working with SIGHTLINE INVESTMENTS, LLC. Their office serves clients in the MALVERN metropolitan area and surrounding communities.

How does Kevin Laurence London charge for services?

Kevin Laurence London'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 SIGHTLINE INVESTMENTS, LLC?

SIGHTLINE INVESTMENTS, LLC has approximately 3 employees and manages $92M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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