Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Barker is a financial professional with over 40 years of experience in the financial services industry. Kevin Barker is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since June 2008. Before joining Cambridge Investment Research Advisors, Inc., Kevin Barker was with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Kevin Barker is a Series 6, Series 26, Series 63 and Series 99TO licensed professional. Kevin Barker is also a Chartered Financial Consultant. Kevin Barker is committed to providing clients with personalized financial advice and guidance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
06/20/2008 - Present
Cambridge Investment Research Advisors, Inc. (CORPUS CHRISTI TX)
TX
01/27/1989 - 06/24/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (CORPUS CHRISTI TX)
IN
07/11/1986 - 04/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
06/19/1986 - 03/29/1989
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
07/10/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
MA
02/24/1986 - 12/31/1988
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
11/20/1981 - 02/24/1986
THE VARIABLE ANNUITY MARKETING COMPANY
BC
Issued 03/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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