Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott A Laverd

Kestra Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott A Laverd

Scott Laverd is a financial advisor at Kestra Investment Services, LLC. Scott has been in the industry since May 18, 2023. Scott holds the Series 6, Series 63, and SIE licenses. Scott is registered in Alabama, Colorado, Florida, Georgia, and Illinois.

Firm Information

Scott Laverd is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Laverd’s Registration & Firm History

IL

05/19/2023 - Present

Kestra Investment Services, LLC (Glenview IL)

Not sure if Scott A Laverd is right for you?

Licenses & Designations

BC

Issued 06/10/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott A Laverd.
Not sure if Scott A Laverd is right for you?