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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin William La mont is a financial advisor at Prime Capital Financial. Kevin has over 30 years of experience in the financial services industry and has held licenses to provide investment advice in a variety of states. Kevin has worked for a number of financial institutions, including Sloan Securities Corp., Wharton Equity Corporation, Gunnallen Financial, Inc., and Lincoln Financial Distributors, Inc. Kevin is currently licensed to provide investment advice in Texas. Kevin's areas of specialization include retirement planning, investment management, and insurance.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
TX
05/06/2022 - Present
Prime Capital Financial (Houston TX)
CA
07/25/2011 - 02/07/2012
FSC SECURITIES CORPORATION (NEWPORT BEACH CA)
CA
06/07/2010 - 03/17/2011
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NJ
12/03/2007 - 03/17/2010
SLOAN SECURITIES CORP. (ENGLEWOOD CLIFFS NJ)
PA
03/24/2005 - 07/16/2007
WHARTON EQUITY CORPORATION (WAYNE PA)
NJ
10/05/2004 - 03/23/2005
SLOAN SECURITIES CORP. (ENGLEWOOD CLIFFS NJ)
FL
04/26/2004 - 10/06/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
PA
04/05/2001 - 01/22/2004
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
05/31/2000 - 12/31/2000
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
CO
04/03/2000 - 12/31/2000
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
PA
05/17/2000 - 05/30/2000
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
MD
03/07/1996 - 02/11/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
PA
06/07/1993 - 02/13/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 07/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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