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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Sullivan is a financial advisor with LPL Financial LLC. Kevin has been a financial advisor for over 20 years and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Kevin is registered in 18 states and has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. Kevin's previous experience includes working with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and CCO INVESTMENT SERVICES CORP.
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
03/22/2021 - Present
LPL Financial LLC (STONEHAM MA)
MA
12/20/2013 - 09/17/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
02/14/2013 - 12/03/2013
CCO INVESTMENT SERVICES CORP. (LEXINGTON MA)
MA
07/23/2009 - 02/07/2013
LPL FINANCIAL LLC (READING MA)
MA
10/20/2004 - 03/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BURLINGTON MA)
NY
08/05/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
10/16/2001 - 03/13/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 12/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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