Operations

KCD Operations

Up-to-the-minute research & electronically transmitted financial transactions...
From up-to-the-minute research to electronically transmitted financial transactions and online availability of commission statements and production reports, KCD has modernized the way business is processed. As a result, our reps spend less time with back-office operations and more valuable time servicing clients and building their business.
BACK-OFFICE SYSTEM
KCD utilizes comprehensive back-office technology, customized specifically for our needs, to process your business from initial order entry through commission payment. This efficient system ensures accuracy and speed in processing your transactions, without slowing you down with unnecessary red tape.
CLEARING SERVICES
SECURITIES
INVESTMENT ADVISORY SERVICES
INSURANCE AGENCY
BANK REPRESENTATIVES
WEBSITE
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In Business Since 2003

Our Rep’s average tenure is over 8 years with our firm.

Over 85 Combined Licensed Years of Experience

Our back office has navigated through the up and down cycles and ever changing regulation changes.

Over 100m Assets Under Management

We have seen considerable growth in the past few years!

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck