Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McCoy is a financial advisor with Cetera Investment Advisers LLC. Kevin has been in the financial services industry since 2002. Kevin has a Series 7 and Series 66 license and is a Certified Financial Planner. Kevin previously worked at LPL FINANCIAL LLC and BBVA Securities Inc.
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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TX
10/30/2019 - Present
Cetera Investment Advisers LLC (THE WOODLANDS TX)
TX
02/09/2016 - 10/21/2019
LPL FINANCIAL LLC (HOUSTON TX)
TX
05/16/2013 - 01/13/2016
BBVA SECURITIES INC. (SAN MARCOS TX)
TX
04/21/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (AUSTIN TX)
TX
06/01/2009 - 05/07/2010
MORGAN STANLEY SMITH BARNEY (AUSTIN TX)
TX
06/13/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AUSTIN TX)
TX
09/02/2002 - 06/18/2008
EDWARD JONES (AUSTIN TX)
BOTH
Issued 2/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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