Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Foster is a financial advisor with over 20 years of experience in the industry. Kevin is currently registered with LPL Financial LLC, a large independent broker-dealer, with a branch office in Chandler, Arizona. Before joining LPL Financial, Kevin worked at GUNNALLEN FINANCIAL, INC and ROYAL ALLIANCE ASSOCIATES, INC. Kevin has a broad range of experience and holds the Series 7 and Series 66 licenses. Kevin is also a Certified Financial Planner. Kevin is registered in 27 states and offers a range of services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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
AZ
09/14/2022 - Present
LPL Financial LLC (CHANDLER AZ)
AZ
08/31/2004 - 03/04/2009
GUNNALLEN FINANCIAL, INC (PHOENIX AZ)
AZ
07/24/2003 - 10/11/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 01/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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