Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Russell Locklin is a financial advisor with LPL Financial LLC in TEMECULA, CA. Kevin has been in the financial services industry since December 9, 2013. Kevin is registered with the state of California as a registered representative and investment advisor representative and with the state of Texas as a registered representative. Kevin has been registered with LPL Financial LLC since November 29, 2017. Before joining LPL Financial LLC, Kevin was registered with NATIONAL PLANNING CORPORATION from December 9, 2013 to November 29, 2017.
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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CA
11/29/2017 - Present
LPL Financial LLC (TEMECULA CA)
CA
12/09/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (TEMECULA CA)
BOTH
Issued 02/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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