Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Clinton Loyd is a financial advisor with over 20 years of experience in the financial services industry. Kevin holds a Series 6, 7, 63, and 65 license, and is registered to provide investment advice in multiple states. Currently, Kevin is associated with LPL Financial LLC and has previously worked with Cetera Advisors LLC, First Allied Securities, Inc., National Planning Corporation, and American General Securities Incorporated. Kevin also provides tax preparation and accounting services through Legacy Tax Advisors, LLC. In addition, Kevin is the owner of B4 POSH Farms, LLC, and SHM Comics, LLC. Kevin specializes in financial planning, portfolio management, and consulting services for individuals, families, and businesses.
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.
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2
MO
09/16/2024 - Present
LPL Financial LLC (TOWN AND COUNTRY MO)
MO
09/08/2022 - 06/22/2023
CETERA ADVISORS LLC (TOWN AND COUNTRY MO)
MO
12/16/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (TOWN AND COUNTRY MO)
MO
10/29/2007 - 12/17/2013
NATIONAL PLANNING CORPORATION (FLORISSANT MO)
MO
10/01/2002 - 10/30/2007
AMERICAN GENERAL SECURITIES INCORPORATED (ST. ALBANS MO)
TX
04/11/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 04/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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