Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McClelland is a financial advisor with over 16 years of experience in the financial services industry. Kevin is currently registered with LPL Financial LLC and holds Series 7 and 66 securities licenses. Prior to joining LPL Financial, Kevin was with Avantax Investment Services, Inc., 1st Global Capital Corp., UMPQUA INVESTMENTS, INC., and Wells Fargo Advisors, LLC. Kevin specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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
ID
03/22/2024 - Present
LPL Financial LLC (COEUR D'ALENE ID)
ID
10/25/2019 - 04/01/2024
AVANTAX INVESTMENT SERVICES, INC. (Coeur D Alene ID)
ID
01/11/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Coeur D Alene ID)
WA
09/08/2015 - 01/13/2017
UMPQUA INVESTMENTS, INC. (Spokane WA)
OR
08/12/2013 - 09/09/2015
LPL FINANCIAL LLC (BEAVERTON OR)
WA
01/01/2008 - 08/19/2013
WELLS FARGO ADVISORS, LLC (SPOKANE WA)
ID
05/04/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COEUR D'ALENE ID)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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