Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lewis Johnson is an investment advisor representative currently registered with Benjamin F. Edwards & Company, Inc. Kevin is a highly experienced professional with over 20 years in the financial services industry. Kevin has held previous roles with Wells Fargo Clearing Services, LLC, Hightower Securities, LLC, and Advanced Equities, Inc. Kevin provides financial planning, portfolio management for businesses and individuals, and educational seminars to their clients.
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.
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.
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2
MO
03/30/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IN
10/08/2013 - 04/23/2022
WELLS FARGO CLEARING SERVICES, LLC (MERRILLVILLE IN)
IN
04/20/2012 - 08/22/2013
HIGHTOWER SECURITIES, LLC (VALPARAISO IN)
IL
02/02/2010 - 04/17/2012
ADVANCED EQUITIES, INC. (CHICAGO IL)
IL
11/19/2007 - 01/27/2010
ADVANCED EQUITIES, INC. (CHICAGO IL)
NY
03/04/2003 - 11/19/2007
MATRIX U.S.A., LLC (NEW YORK NY)
NY
10/29/2001 - 12/12/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2002
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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