Kevin Alan Morse
Investment adviser representative at Capital Analysts
35 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
Are you Kevin Alan Morse? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Pinnacle Study GroupJun 2014 to now
- Lincoln InvestmentJun 2012 to now
- Capital Analysts, IncorporatedFeb 1991 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MA).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2129659
- Firm CRD
- 162200