Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mantville is a financial advisor at LPL Financial LLC. Kevin has been in the financial industry since 2007 and has a wide range of experience. Kevin is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in various states. Kevin has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Kevin has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin is committed to providing high-quality financial advice to his clients and helping them 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.
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
MA
07/29/2008 - Present
LPL Financial LLC (DUXBURY MA)
MA
05/14/2007 - 07/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (QUINCY MA)
BOTH
Issued 06/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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