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Kevin Peter McWilliams

SEI Investments Distribution Co.

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About Kevin Peter McWilliams

Kevin McWilliams is a financial advisor with over 23 years of experience in the industry. Kevin has a diverse background, having worked for several prominent firms including Lincoln Investment, LPL Financial, and Pershing. Kevin is currently registered with SEI Investments Distribution Co. in Pennsylvania and holds licenses for Series 4, 7, 9, 10, 52TO, 53, and 66 exams, showcasing a broad range of expertise in the financial services industry.

Firm Information

Kevin McWilliams is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin McWilliams’s Registration & Firm History

PA

11/27/2018 - Present

SEI Investments Distribution Co. (OAKS PA)

PA

01/30/2017 - 11/08/2018

LINCOLN INVESTMENT (Fort Washington PA)

PA

09/17/2013 - 02/22/2017

LPL FINANCIAL LLC (BERWYN PA)

PA

02/21/2007 - 09/05/2013

PERSHING LLC (KING OF PRUSSIA PA)

PA

02/01/2000 - 02/16/2007

VANGUARD MARKETING CORPORATION (MALVERN PA)

MN

07/28/1999 - 02/01/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/28/1999 - 02/01/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/12/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/23/2004

Series 4 - Registered Options Principal Examination

BC

Issued 09/02/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/03/2004

Series 24 - General Securities 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 07/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin Peter McWilliams. Review regulatory record here.
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