Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin W. Davis is a financial advisor at LPL Financial LLC in Hendersonville, Tennessee. Kevin has been in the financial services industry since 2005 and has a strong track record of helping clients achieve their financial goals. Kevin is a Certified Financial Planner® professional and holds the Series 6, 7, 63 and 66 licenses. Previously, Kevin was a registered representative for CUSO FINANCIAL SERVICES, L.P. and Northwestern Mutual Investment Services, LLC.
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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2
TN
10/29/2019 - Present
LPL Financial LLC (HENDERSONVILLE TN)
TN
07/23/2018 - 10/01/2019
CUSO FINANCIAL SERVICES, L.P. (Hendersonville TN)
WV
08/28/2013 - 08/21/2018
LPL FINANCIAL LLC (PRINCETON WV)
WV
09/12/2005 - 08/30/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BECKLEY WV)
BOTH
Issued 01/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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