Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Huval Kinchen is a financial advisor at LPL Financial LLC in Lafayette, LA. Nancy has been in the industry since February 20, 1985. She has a Series 7, Series 66 and SIE license. In addition to her role at LPL Financial LLC, Nancy also works as a teacher/instructor at South Louisiana Community College, and as an accountant for Bottomline Money Management, Inc. and Taxes and Financial Planning Services, Inc. Nancy is registered to provide investment advice in Arkansas, California, Georgia, Louisiana, Mississippi, Montana, South Carolina, and Texas. Nancy specializes in providing financial planning, investment management, and consulting services to individuals, businesses, and charitable organizations.
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
LA
10/10/2023 - Present
LPL Financial LLC (LAFAYETTE LA)
BOTH
Issued 07/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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