Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cole is a financial advisor who has been in the industry since 1984. Kevin is currently registered with LPL Enterprise, LLC and Valic Financial Advisors, Inc. Kevin has previously worked with several other firms including Ameriprise Financial Services, Inc. and Primevest Financial Services, Inc. Kevin holds the Series 2, Series 7, Series 63 and Series 66 securities licenses and is also a Chartered Financial Consultant. Kevin provides financial planning and portfolio management services to individuals and businesses. Kevin also offers educational seminars and consulting services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
IN
02/04/2025 - Present
LPL Enterprise, LLC (INDIANAPOLIS IN)
IN
02/17/2009 - 04/13/2010
AMERIPRISE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
08/08/2008 - 12/02/2008
PRIMEVEST FINANCIAL SERVICES, INC. (LAFAYETTE IN)
IN
09/10/2007 - 08/12/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAFAYETTE IN)
IN
02/27/2006 - 08/17/2007
INVEST FINANCIAL CORPORATION (CARMEL IN)
IN
01/17/2006 - 02/16/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)
NY
09/05/2003 - 01/09/2006
IFMG SECURITIES, INC. (PURCHASE NY)
FL
02/25/2003 - 09/10/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
09/05/2001 - 10/15/2002
AXA ADVISORS, LLC (NEW YORK NY)
MA
06/19/2000 - 08/24/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/19/2000 - 08/24/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
OH
05/03/1999 - 07/07/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
FL
12/13/1994 - 04/27/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CT
10/15/1993 - 04/07/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IN
12/04/1990 - 02/13/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
12/04/1990 - 06/21/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 10/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1981
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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