Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thomas Dunn is a financial advisor with over 20 years of experience in the financial services industry. Kevin is currently registered with LPL Financial LLC in Montana and Texas. Kevin has been associated with LPL Financial LLC since January 2020. Prior to joining LPL Financial LLC, Kevin was associated with Securities America, Inc. in Montana from January 2009 to January 2020. Kevin is also a board member of Intrepid Credit Union in Helena, Montana. Kevin is dedicated to providing personalized financial advice and services to individuals and families.
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
MT
01/16/2020 - Present
LPL Financial LLC (HELENA MT)
MT
01/23/2009 - 01/16/2020
SECURITIES AMERICA, INC. (HELENA MT)
MT
08/02/2004 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (HELENA MT)
IA
09/06/2002 - 08/12/2004
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
Issued 08/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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