Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gotts is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Kevin is also a Certified Financial Planner. Kevin's previous experience includes working with Securities America, Inc., National Planning Corporation, Sagepoint Financial, Inc., SunAmerica Securities, Inc., Titan/Value Equities Group, Inc., and Advantage Capital Corporation. Kevin has a broad range of experience providing financial advice to individuals, families, businesses, and retirement plans. Kevin has extensive experience in the areas of investment management, retirement planning, estate planning, and insurance. Kevin's commitment to providing personalized financial advice has earned him a reputation for being a trusted and respected advisor. Kevin is dedicated to helping 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.
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2
CA
12/15/2021 - Present
LPL Financial LLC (WHITTIER CA)
CA
10/23/2017 - 12/22/2021
SECURITIES AMERICA, INC. (WHITTIER CA)
CA
05/29/2009 - 10/27/2017
NATIONAL PLANNING CORPORATION (WHITTIER CA)
CA
10/31/2005 - 06/02/2009
SAGEPOINT FINANCIAL, INC. (WHITTIER CA)
AZ
04/13/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
02/26/1991 - 04/13/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
GA
10/16/1990 - 02/26/1991
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MO
06/28/1990 - 10/23/1990
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/08/1991
Series 26 - Investment Company Products/Variable Contracts 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 07/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/22/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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