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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 Bellard is a financial advisor at First Horizon Advisors, Inc. with over 10 years of experience in the financial services industry. Kevin Bellard is registered to provide investment advice in Louisiana and Texas. Kevin Bellard holds Series 7, 63, 65, and SIE licenses and has worked in various financial service roles at multiple companies, including J.P. Morgan Securities LLC, Sigma Financial Corporation, Securities America, Inc., and First Horizon Bank. Kevin Bellard specializes in providing financial planning, portfolio management, and investment services for individuals and businesses. Kevin Bellard's experience and expertise can help you achieve your 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.
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.
A percentage of the total value of assets under management is charged.
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LA
04/12/2023 - Present
First Horizon Advisors, Inc. (Lake Charles LA)
LA
06/14/2022 - 08/28/2022
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
LA
01/20/2022 - 04/04/2022
SIGMA FINANCIAL CORPORATION (Baton Rouge LA)
LA
07/09/2021 - 01/25/2022
SECURITIES AMERICA, INC. (BATON ROUGE LA)
BC
Issued 03/04/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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