Unclaimed
Colton Jon Kemp is a financial advisor registered with LPL Financial LLC. Colton is based in Chandler, Arizona and has been in the industry since October 2, 2020. Previously, Colton was registered with Equitable Advisors, LLC, in Scottsdale, Arizona. Colton holds Series 66, Series 7TO and SIE licenses. Colton specializes in a wide range of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
01/11/2023 - Present
LPL Financial LLC (CHANDLER AZ)
AZ
09/07/2020 - 12/14/2022
EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 10/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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