Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wells is a financial advisor with LPL Financial LLC in INDIANAPOLIS, IN. Kevin has been in the industry since 1997 and has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Kevin is registered to provide both Broker-Dealer and Investment Advisory services in multiple states. Kevin also holds the Series 6, 7, 24, 63, 65 and 66 licenses. Kevin has previous experience with EDWARD JONES and BANC ONE SECURITIES CORPORATION.
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
IN
10/23/2008 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
01/16/2002 - 03/21/2006
EDWARD JONES (INDIANAPOLIS IN)
IL
11/11/1997 - 01/17/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 06/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Wells is the right advisor for you? Invested Better is here to help.
