Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Brian Lyall is a financial advisor with over 20 years of experience in the industry. Kevin is currently registered with Stifel, Nicolaus & Company, Inc. and has been with them since March 2019. Prior to that, Kevin was with J.J.B. HILLIARD, W.L. LYONS, LLC. Kevin specializes in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Kevin holds a Series 7, 66, 9, and 10 license and is a member of FINRA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
03/14/2019 - Present
Stifel, Nicolaus & Company, Inc. (WINSTON-SALEM NC)
NC
06/07/2013 - 03/20/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (WINSTON-SALEM NC)
NC
07/13/2001 - 06/17/2013
UBS FINANCIAL SERVICES INC. (WINSTON-SALEM NC)
NY
12/15/1997 - 07/19/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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