Unclaimed
Kevin C. Outland is a financial advisor registered with LPL Financial LLC. Kevin is a licensed and experienced professional providing financial advice and investment management services. He has over 15 years of experience in the financial industry. Prior to joining LPL Financial LLC, Kevin was with Citizens Securities, Inc. Kevin specializes in providing financial advice to individuals and families, with a focus on retirement planning, college savings and investment management. Kevin offers personalized financial planning services, investment management, and insurance planning. He has a deep understanding of the financial markets and a commitment to helping his clients achieve their 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.
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
MA
09/14/2023 - Present
LPL Financial LLC (STURBRIDGE MA)
MA
09/01/2009 - 09/05/2023
CITIZENS SECURITIES, INC. (CHESTNUT HILL MA)
MA
05/09/2007 - 08/17/2009
METLIFE SECURITIES INC. (WESTBOROUGH MA)
MA
05/09/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARLBORO MA)
BOTH
Issued 09/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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