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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 Lawhead is a financial advisor at Osaic Wealth, Inc. with over 20 years of experience in the financial services industry. Kevin has a wide range of experience working with clients including high net worth individuals, individuals other than high net worth, corporations, charitable organizations, and pension plans. Kevin has been registered with the State of Tennessee since April 2023 and is registered with the State of Tennessee as an Investment Advisor Representative. Kevin also holds a number of licenses including Series 3, 4, 7, 24, 52TO, 53, and 63. He is also a registered principal with the Financial Industry Regulatory Authority (FINRA). Osaic Wealth, Inc. is a registered investment advisor headquartered in Scottsdale, Arizona and has over 437,000 clients and over $94 billion in assets under management. Kevin has a strong track record of providing sound financial advice to his clients. He is committed to helping his clients achieve their financial goals.
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
TN
04/05/2023 - Present
Osaic Wealth, Inc. (FRANKLIN TN)
NH
03/21/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (PORTSMOUTH NH)
NH
05/29/2015 - 03/29/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
05/29/2015 - 03/29/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
IL
01/21/2015 - 04/13/2015
OPTIONSHOUSE (CHICAGO IL)
IL
10/30/2008 - 01/21/2015
OPTIONSHOUSE, LLC (CHICAGO IL)
IL
08/16/2007 - 06/17/2008
GH TRADERS LLC (CHICAGO IL)
IL
05/22/2003 - 02/16/2007
GOLDENBERG, HEHMEYER & CO. (CHICAGO IL)
BOTH
Issued 03/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/17/2011
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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