Advisor at Kevin Hebson & Company
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Firm
Kevin Hebson & Company
Location
Winnetka, IL 60093
Credentials
Series 63, Series 65
Industry experience
46 years
Kevin Hebson is the principal of Kevin Hebson & Company, an independent advisory firm, with 46 years of industry experience. He has operated his own consulting and advisory business since 1993 and previously worked at Investors Capital Corporation from 2010 to 2016. Outside of advisory services, he also manages a tax planning and bookkeeping business under New Cumnock Consulting, Inc. Kevin Hebson & Company provides investment advisory and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, technical charting, and Modern Portfolio Theory to manage discretionary portfolios and offers business-oriented planning services alongside traditional financial advice.
Based on Kevin Hebson & Company
Maximum 2.00% annually
Up to $300 per hour
1001 Green Bay Road, #229
Winnetka, IL 60093
Illinois
New Cumnock Consulting, Inc. dba Kevin Hebson & Company
2016 - Present (10 years)
Investors Capital Corportation
2010 - 2016 (6 years)
New Cumnock Consulting, Inc. DBA Kevin Hebson & Company
1993 - Present (33 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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