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Kathleen Boyle Kavanaugh

Lincoln Financial Distributors, Inc.

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About Kathleen Boyle Kavanaugh

Kathleen Kavanaugh is a financial professional with over 30 years of experience in the industry. Kathleen is currently registered with Lincoln Financial Distributors, Inc. and is licensed in Pennsylvania. Kathleen has previously held positions with AXA Distributors, LLC, Hartford Investment Financial Services, LLC, Hartford Securities Distribution Company, Inc., Hartford Life Distributors, LLC and The Great-West Life Assurance Company. Kathleen's qualifications include the Series 6, Series 26, Series 51 and Series 63 licenses.

Firm Information

Kathleen Kavanaugh is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kathleen Kavanaugh’s Registration & Firm History

PA

04/12/2013 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

NC

08/17/2011 - 03/28/2013

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

PA

10/13/2009 - 12/06/2010

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)

CT

10/13/2009 - 12/06/2010

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)

PA

06/18/1987 - 12/06/2010

HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)

NA

06/24/1983 - 03/30/1987

THE GREAT-WEST LIFE ASSURANCE COMPANY

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Licenses & Designations

BC

Issued 08/25/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/03/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Boyle Kavanaugh.
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