Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Sherman is a registered representative with LPL Financial LLC and Intrua Financial. Kevin has been in the financial industry since 2019 and holds a Series 7, Series 63, and Series 66 license. Kevin's professional experience includes working with Cass County Bank a branch of Morris County National Bank, TEXAR Federal Credit Union, Tri-State Lawn, LLC, and Intrua Advisory Group, LLC. Kevin is a member of the city of Atlanta, TX council. Kevin specializes in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Kevin's clients have access to financial planning, pension consulting, educational seminars, and portfolio management 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
TX
12/15/2023 - Present
LPL Financial LLC (ATLANTA TX)
BOTH
Issued 11/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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