Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Benson Fox is an investment advisor representative with over 20 years of experience in the financial services industry. Kevin has been with LPL Financial LLC since July 2020, and previously held roles with Stifel, Nicolaus & Company, Incorporated and Wachovia Securities, LLC. Kevin holds the Series 7, 31, and 66 licenses, and is registered in multiple states.
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
CT
07/23/2020 - Present
LPL Financial LLC (NEW BRITAIN CT)
CT
02/15/2008 - 08/03/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (HARTFORD CT)
CT
07/01/2003 - 02/15/2008
WACHOVIA SECURITIES, LLC (HARTFORD CT)
NY
10/18/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/20/2000 - 10/28/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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