Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Warren MacWilliams is a financial advisor with LPL Financial LLC and has been in the industry since May 16, 2000. Kevin MacWilliams works with clients in Hendersonville, TN. Previously, Kevin MacWilliams was employed by Securities America, Inc. and Brecek & Young Advisors, Inc. Kevin MacWilliams holds Series 6, 7, 26, 63, and 66 licenses.
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
TN
04/23/2020 - Present
LPL Financial LLC (HENDERSONVILLE TN)
TN
01/23/2009 - 04/24/2020
SECURITIES AMERICA, INC. (HENDERSONVILLE TN)
TN
10/28/2003 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (HENDERSONVILLE TN)
NJ
05/16/2000 - 10/28/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin MacWilliams is the right advisor for you? Invested Better is here to help.
