Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevan? Claim Your ProfileKevan Edward McNaught is a financial advisor with LPL Financial LLC. Kevan has been in the industry since 1986. Kevan holds Series 7, Series 24, Series 63 and Series 65 licenses and works in the WINDSOR, CO office of LPL Financial LLC. Kevan is a registered investment advisor in Colorado and Texas, and a registered representative in Alabama, Colorado, Florida, Illinois, Kentucky, Nebraska, South Dakota, Tennessee, Texas, and Wyoming. Kevan has previously worked at PRIMEVEST FINANCIAL SERVICES, INC., MCDONALD INVESTMENTS INC., KEY INVESTMENTS INC., A. G. EDWARDS & SONS, INC., NATIONSSECURITIES, NATIONSBANC SECURITIES, INC. and THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. Kevan is affiliated with multiple other entities, including Smart Retirement Company and Deliberate Wealth Strategies. Kevan provides financial planning, portfolio management, and other advisory services to individuals, businesses, corporations, investment clubs, charitable organizations, and pension and profit-sharing plans. Kevan specializes in consulting and other non-discretionary advisory services, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Kevan is committed to helping clients achieve their financial goals.
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
CO
02/10/2010 - Present
LPL Financial LLC (WINDSOR CO)
CO
06/14/2005 - 02/09/2010
PRIMEVEST FINANCIAL SERVICES, INC. (FORT COLLINS CO)
OH
05/14/1999 - 06/16/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
01/23/1996 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MO
02/14/1994 - 10/31/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
06/07/1993 - 02/15/1994
NATIONSSECURITIES
MA
09/01/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
TX
04/25/1986 - 09/09/1992
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
IA
Issued 12/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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