Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wilson 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 held previous positions with Charles Schwab & Co., Inc., Lincoln Financial Securities Corporation, Securities America, Inc., and AXA Advisors, LLC. Kevin holds Series 7, 24, and 66 licenses and is licensed in Colorado. Kevin provides a range of financial services, including financial planning, portfolio management, and investment consulting.
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.
1
2
CO
02/20/2014 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
05/19/2010 - 02/10/2014
CHARLES SCHWAB & CO., INC. (COLORADO SPRINGS CO)
OK
09/12/2007 - 05/03/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (HOLDENVILLE OK)
TX
02/13/2004 - 09/18/2007
SECURITIES AMERICA, INC. (PLANO TX)
NY
03/13/2002 - 03/25/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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