Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thompson is a financial advisor in Calabash, North Carolina. He has been in the financial services industry since 2008 and is currently registered with Edward Jones. Kevin has previously worked with other firms, including Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., Capitol Securities Management, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Waddell & Reed, Inc. He holds the Series 7 and Series 66 securities licenses as well as the SIE exam. Kevin specializes in financial planning, pension consulting, and portfolio management. He is registered to provide investment advisory services in North Carolina and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
01/19/2022 - Present
Edward Jones (Calabash NC)
NC
02/17/2021 - 10/25/2021
TRUIST INVESTMENT SERVICES, INC. (LELAND NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/01/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WILMINGTON NC)
NC
01/03/2014 - 02/28/2017
CAPITOL SECURITIES MANAGEMENT, INC. (WILMINGTON NC)
NC
05/31/2011 - 01/07/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
PA
07/31/2008 - 11/02/2010
WADDELL & REED, INC. (WYOMISSING PA)
BOTH
Issued 07/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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