Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wayne Lively is a financial advisor with LPL Financial LLC in Clanton, Alabama. Kevin has been in the industry since December 2019. He has a Series 7, Series 63, and Series 65 license. Kevin is also a Registered Representative and Investment Advisor Representative. Prior to joining LPL Financial LLC, Kevin worked with AVANTAX INVESTMENT SERVICES, INC. and Raymond James & Associates. Kevin offers a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars.
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
AL
06/15/2023 - Present
LPL Financial LLC (CLANTON AL)
AL
11/30/2021 - 06/15/2023
AVANTAX INVESTMENT SERVICES, INC. (Clanton AL)
BC
Issued 08/08/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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