Unclaimed
Kevin Crahan is a financial advisor with over 30 years of experience in the industry. Kevin currently works at LPL Financial LLC, where Kevin has been employed since July 2009. Kevin is licensed in 18 states and has a broad range of experience, including providing financial planning, investment management, and educational seminars. Kevin has held various leadership positions at J.J.B HILLIARD, W.L. LYONS, LLC, J.C. BRADFORD & CO. and THE OHIO COMPANY. Kevin is a highly experienced and knowledgeable financial advisor who is committed to providing personalized financial guidance to help 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
KY
07/31/2009 - Present
LPL Financial LLC (SHELBYVILLE KY)
KY
11/25/1994 - 08/04/2009
J.J.B HILLIARD, W.L. LYONS, LLC (SHELBYVILLE KY)
NY
06/25/1992 - 11/30/1994
J.C. BRADFORD & CO. (NEW YORK NY)
OH
01/20/1988 - 07/07/1992
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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