Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Huynh is a financial professional with over 15 years of experience in the financial industry. Kevin currently works as a registered representative for LPL Financial LLC. Kevin has earned the Series 4, 7, 24, 53, 66 and 99TO licenses. Kevin also holds an active registration in California, representing both Broker-Dealer and Investment Advisor activities. Prior to joining LPL Financial LLC, Kevin worked at UVEST FINANCIAL SERVICES GROUP, INC. in Charlotte, North Carolina. Kevin offers financial planning, portfolio management, and other advisory services.
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.
1
2
CA
08/26/2008 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
01/24/2011 - 12/22/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 08/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/03/2012
Series 4 - Registered Options Principal Examination
BC
Issued 02/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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