Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin N Scott is a financial advisor registered in 53 states and the District of Columbia. Kevin is also registered as an Investment Advisor Representative in Georgia. Kevin's current employment is with Raymond James Financial Services Advisors, Inc. and Kevin previously held positions at Raymond James & Associates, Inc. and LPL Financial LLC. Kevin has held these positions since 2015. Kevin is a financial advisor who has been in the industry since 2008. Kevin has a Series 6, 7, 24, 63 and 65. Kevin provides financial advice to a wide range of clients, including individuals, corporations, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
04/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (Woodstock GA)
GA
07/24/2015 - 04/17/2024
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
10/11/2011 - 07/31/2015
LPL FINANCIAL LLC (JONESBORO GA)
GA
12/15/2008 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (JONESBORO GA)
IA
Issued 11/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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