Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Counts is a financial advisor with over 20 years of experience in the industry. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Financial Specialist. Kevin currently works with LPL Financial LLC. Kevin is registered to offer securities in Alabama, California, Florida, Iowa, Kentucky, Tennessee, and Wyoming. Kevin is also registered as an investment advisor in Kentucky. Kevin previously worked with LEVEL FOUR FINANCIAL, LLC, 1ST GLOBAL CAPITAL CORP., U.S. BANCORP INVESTMENTS, INC., FIRSTAR INVESTMENT SERVICES,INC., CONSECO SECURITIES, INC., AMSOUTH INVESTMENT SERVICES, INC., and INVEST FINANCIAL CORPORATION.
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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KY
11/09/2023 - Present
LPL Financial LLC (BOWLING GREEN KY)
KY
01/04/2021 - 10/31/2023
LEVEL FOUR FINANCIAL, LLC (Bowling Green KY)
KY
09/02/2014 - 12/31/2020
LPL FINANCIAL LLC (BOWLING GREEN KY)
KY
11/19/2003 - 09/04/2014
1ST GLOBAL CAPITAL CORP. (BOWLING GREEN KY)
MN
12/01/2001 - 03/07/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
05/31/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
04/10/2000 - 05/31/2000
CONSECO SECURITIES, INC. (CARMEL IN)
AL
02/14/2000 - 04/03/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
05/26/1998 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 12/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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