Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Grant is a financial advisor registered with Kestra Advisory Services, LLC and has been in the industry since March 29, 1992. Kevin Grant is also a Certified Financial Planner and a Chartered Financial Consultant. Kevin Grant has experience with various financial institutions such as Financial Telesis Inc., Lincoln Financial Securities Corporation, Securities America, Inc. and more. Kevin Grant is currently registered with the following states: Colorado, Iowa, New Mexico and Texas. Kevin Grant provides financial advisory services through Kestra Advisory Services, LLC and has a strong focus on portfolio management for individuals 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.
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.
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.
1
2
TX
04/29/2016 - Present
Kestra Advisory Services, LLC (DALLAS TX)
TX
01/06/2012 - 08/20/2014
FINANCIAL TELESIS INC (FORT WORTH TX)
TX
06/12/2008 - 04/29/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (DALLAS TX)
TX
08/22/2006 - 07/07/2008
SECURITIES AMERICA, INC. (DALLAS TX)
TX
10/17/2001 - 08/17/2006
PRINCOR FINANCIAL SERVICES CORPORATION (FORT WORTH TX)
NC
07/02/2001 - 10/16/2001
CLARK/BARDES FINANCIAL SERVICES, INC. (GREENSBORO NC)
TX
01/11/2000 - 07/02/2001
CLARK-BARDES SECURITIES, INC. (DALLAS TX)
MA
03/08/1999 - 12/31/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
IN
06/01/1998 - 03/11/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
10/06/1997 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
TX
12/11/1994 - 12/31/1996
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
TX
08/22/1989 - 03/09/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 08/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1989
Series 4 - Registered Options Principal Examination
BC
Issued 10/04/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/20/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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