Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lawrence Kelly is a financial advisor at Avantax Advisory Services. Kevin has over 20 years of experience in the financial services industry. Kevin is licensed to provide financial advice in 38 states, including Georgia, Nevada, and North Carolina. Kevin is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Kevin specializes in financial planning, investment management, insurance, and retirement planning. Kevin also provides tax preparation, accounting, and payroll services through Legacy Tax & Accounting, LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
GA
02/05/2024 - Present
Avantax Advisory Services (Atlanta GA)
GA
10/20/2010 - 06/03/2021
LPL FINANCIAL LLC (ATLANTA GA)
GA
09/18/2007 - 10/27/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
NA
11/17/1992 - 07/16/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
11/17/1992 - 07/16/1993
IDS LIFE INSURANCE COMPANY
BOTH
Issued 09/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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