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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Jackson is a financial advisor with LPL Financial LLC in Charleston, SC. Kevin has been in the financial services industry since March 13, 2011. Kevin is registered with the state of South Carolina. Kevin is also registered with the Financial Industry Regulatory Authority (FINRA). Kevin's previous employment experience includes Equitable Advisors, LLC. Kevin has passed the Series 7, Series 66, and SIE exams. Kevin has a total of 1 approved state registration and 1 approved FINRA registration. Kevin offers consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Kevin is a financial advisor with LPL Financial LLC and has been serving clients in the Charleston area for over a decade.
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
SC
08/03/2022 - Present
LPL Financial LLC (CHARLESTON SC)
SC
04/08/2009 - 08/28/2020
EQUITABLE ADVISORS, LLC (MOUNT PLEASANT SC)
BOTH
Issued 05/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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