Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wall is a financial advisor at LPL Financial LLC, located in Orland Park, IL. Kevin has been in the financial industry since 2000. Kevin holds a Series 63, Series 65, and Series 7 licenses, as well as a Series 24 Principal license. Kevin is registered as a Broker-Dealer in Arizona, California, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Montana, Nevada, North Carolina, Ohio, Oregon, Tennessee, Texas, Virginia, Washington, and Wisconsin. Kevin is also registered as an Investment Advisor in Illinois and Texas. In addition to working with clients, Kevin also owns and operates rental properties.
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
IL
09/30/2019 - Present
LPL Financial LLC (ORLAND PARK IL)
IL
09/03/2015 - 10/02/2019
FSC SECURITIES CORPORATION (ORLAND PARK IL)
IL
10/15/2010 - 09/09/2015
METLIFE SECURITIES INC. (DOWNERS GROVE IL)
IL
10/12/2005 - 10/25/2010
LPL FINANCIAL CORPORATION (ORLAND PARK IL)
MO
08/22/2000 - 09/30/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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