Unclaimed
Kay Addington is an active financial professional registered with LPL Financial LLC. Kay has been in the financial industry since January 15, 1986. Kay holds a Series 6, Series 22 and Series 63 license and a SIE exam. Kay is licensed in Missouri. Kay has previously worked at SIGMA FINANCIAL CORPORATION, H. BECK, INC., H.D. VEST INVESTMENT SERVICES, and FIRST AMERICAN NATIONAL SECURITIES, INC.
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
MO
05/10/2024 - Present
LPL Financial LLC (SPRINGFIELD MO)
MO
11/16/2017 - 05/10/2024
SIGMA FINANCIAL CORPORATION (Springfield MO)
MO
07/20/2006 - 11/16/2017
H. BECK, INC. (SPRINGFIELD MO)
MO
08/05/1986 - 08/03/2006
H.D. VEST INVESTMENT SERVICES (SPRINGFIELD MO)
NA
01/16/1986 - 08/07/1986
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 01/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kay Addington is the right advisor for you? Invested Better is here to help.