Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Barbier is a financial advisor with LPL Financial LLC. Kevin has been in the industry since February 1995 and has held various positions at different firms. Kevin has earned Series 4, 7, 24, 63, and 65 licenses. Kevin holds a current registration with Illinois and is active in the industry. Kevin has experience working with clients including individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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
IL
05/18/2022 - Present
LPL Financial LLC (PEORIA IL)
IL
06/30/2008 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PEORIA IL)
MO
08/03/2004 - 11/14/2007
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
IL
04/18/1997 - 03/12/2004
NIPHIX INVESTMENTS INC. (PEORIA IL)
MN
10/14/1994 - 03/25/1997
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MI
01/18/1994 - 10/17/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Barbier is the right advisor for you? Invested Better is here to help.
