Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kavon? Claim Your ProfileKavon James Novak is a registered representative of LPL Financial LLC and has been in the industry since December 22, 1997. Kavon holds the Series 7, Series 63, Series 24, and SIE licenses. Kavon is also a registered investment advisor representative in Texas. Kavon has been with LPL Financial since January of 2007. Prior to that, Kavon was with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Kavon is a licensed agent in Arkansas, Florida, North Carolina, Pennsylvania, and Texas. Kavon is also a member of the Brazos Valley Council of Governments and the City of Caldwell. Kavon is a financial planner and provides portfolio management services for individuals and businesses. Kavon also provides pension consulting, educational seminars, and selection of other advisors. Kavon is a licensed agent in Arkansas, Florida, North Carolina, Pennsylvania, and Texas. Kavon is also a member of the Brazos Valley Council of Governments and the City of Caldwell. Kavon is a financial planner and provides portfolio management services for individuals and businesses. Kavon also provides pension consulting, educational seminars, and selection of other advisors.
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.
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2
TX
01/10/2007 - Present
LPL Financial LLC (CALDWELL TX)
TX
12/23/1997 - 01/04/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CALDWELL TX)
MN
12/23/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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