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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Farrell is a financial advisor who has been in the industry since February 5, 1991. Kevin Farrell currently works for LPL Financial LLC and is registered with FINRA and the state of New Jersey. Kevin Farrell has held previous positions at PNC Investments, Janney Montgomery Scott LLC, A. G. Edwards & Sons, Inc., Wheat, First Securities, Inc., USLIFE Equity Sales Corp., MetLife Securities Inc. and Metropolitan Life Insurance Company. Kevin Farrell is also registered with FINRA and the states of Arizona, California, Delaware, Florida, Maryland, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Vermont, Virginia, West Virginia and Wisconsin.
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.
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2
NJ
12/10/2024 - Present
LPL Financial LLC (NORTH CAPE MAY NJ)
NJ
09/03/2004 - 12/03/2013
PNC INVESTMENTS (NORTH WILDWOOD NJ)
PA
01/01/2001 - 09/24/2004
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
MO
11/29/1996 - 12/23/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
08/21/1992 - 12/23/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
03/25/1992 - 06/24/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
MA
06/06/1989 - 09/27/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/06/1989 - 09/27/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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