Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Montgomery is a financial professional with over 20 years of experience in the financial services industry. Kevin is currently registered with LPL Financial LLC and has a broad range of experience in investment management, financial planning, and retirement planning. Kevin's previous experience includes working with The Huntington Investment Company, FirstMerit Financial Services, Inc, and Invest Financial 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.
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2
SC
07/25/2022 - Present
LPL Financial LLC (HOLLYWOOD SC)
OH
02/01/2017 - 02/02/2018
THE HUNTINGTON INVESTMENT COMPANY (MASSILLON OH)
OH
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (MASSILLON OH)
OH
01/14/2010 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (CANAL FULTON OH)
OH
07/01/2005 - 01/14/2010
INVEST FINANCIAL CORPORATION (MASSILLON OH)
OH
07/02/2003 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
NJ
05/24/2002 - 07/18/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
02/08/2001 - 05/17/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/08/2001 - 05/17/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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