Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Baker is a financial advisor with LPL Financial LLC. Kevin has been in the financial services industry since 1996. Kevin is a registered representative with FINRA and is licensed to provide securities and advisory services in Arkansas, Colorado, Florida, Georgia, Kentucky, Maryland, North Carolina, South Carolina, Tennessee, Utah, Virginia, and West Virginia. Kevin specializes in providing financial planning, retirement planning, and investment management services to 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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VA
08/31/2021 - Present
LPL Financial LLC (ABINGDON VA)
VA
07/14/2011 - 09/10/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bristol VA)
VA
06/01/2008 - 07/01/2011
INFINEX INVESTMENTS, INC. (ABINGDON VA)
VA
05/15/2006 - 06/01/2008
BI INVESTMENTS, LLC (ABINGDON VA)
VA
08/17/2005 - 05/25/2006
PROEQUITIES, INC. (ABINGDON VA)
MN
07/23/2003 - 08/19/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
VA
10/22/2001 - 07/23/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CO
10/12/2000 - 10/03/2001
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
12/02/1993 - 12/31/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 08/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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