Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin L. Gunn is a financial advisor with over 10 years of experience in the industry. Currently registered with LPL Financial LLC, Kevin has a strong track record of providing financial guidance and investment advice to individuals and businesses. Kevin has held previous positions at several well-respected firms, including J.P. Morgan Securities LLC, VALIC Financial Advisors, Inc., TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Waddell & Reed, Inc. Kevin holds Series 7, 7TO, 63, and 66 securities licenses and has a commitment to providing personalized financial solutions tailored to each client's unique needs.
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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CA
03/19/2024 - Present
LPL Financial LLC (LARKSPUR CA)
CA
12/08/2017 - 12/18/2020
J.P. MORGAN SECURITIES LLC (GREENBRAE CA)
CA
08/27/2015 - 11/20/2017
VALIC FINANCIAL ADVISORS, INC. (EMERYVILLE CA)
CA
11/21/2012 - 05/16/2014
TD AMERITRADE, INC. (SAN FRANCISCO CA)
CA
01/06/2011 - 10/25/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILL VALLEY CA)
CA
03/20/2009 - 01/12/2011
WADDELL & REED, INC. (SAN MATEO CA)
BC
Issued 06/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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