Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Coffey is a financial advisor with over 37 years of experience in the industry. Kevin is currently registered with LPL Financial LLC, a firm with over 463 Billion dollars in assets under management. Kevin is based in Angleton, Texas and provides financial services such as portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars. Kevin also holds licenses for Series 3, 7, 24, 63 and 65 exams.
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
TX
12/11/2023 - Present
LPL Financial LLC (ANGLETON TX)
TX
08/16/2021 - 12/08/2023
PNC INVESTMENTS (PEARLAND TX)
TX
03/14/2017 - 08/16/2021
BBVA SECURITIES INC. (HOUSTON TX)
TX
08/28/2007 - 02/24/2017
MSI FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
05/25/2005 - 07/13/2006
STATE FARM VP MANAGEMENT CORP. (HOUSTON TX)
TX
07/17/1998 - 06/26/2003
OXFORD FINANCIAL GROUP (HOUSTON TX)
TX
09/05/1991 - 10/29/1998
TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)
TX
02/27/1984 - 05/31/1991
TEXAS FIRST SECURITIES CORPORATION (HOUSTON TX)
NA
07/19/1983 - 03/23/1984
CAPITAL QUEST SECURITIES, INC.
NA
04/24/1980 - 06/22/1981
KELLY ASSOCIATES, LTD.
IA
Issued 01/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Coffey is the right advisor for you? Invested Better is here to help.
