Kevin Counts, financial advisor Bowling Green KY
96 score

Kevin Counts

CRD Number: 3061775
Current Firm: Level Four Advisory Services

Kevin Counts (CRD# 3061775) is an Investment Advisor Representative working at Level Four Advisory Services in Bowling Green, KY and has over 18 years of experience in the finance industry. Kevin Counts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Bowling Green, KY Sep 2014 - Current 2
Level Four Advisory Services Bowling Green, KY Sep 2014 - Current 2
1st Global Advisors, Inc. Bowling Green, KY May 2006 - Sep 2014 8
1st Global Insurance Services, Inc. Bowling Green, KY Jul 2004 - Sep 2014 10
1st Global Capital Corp. Bowling Green, KY Nov 2003 - Sep 2014 10
Holland Cpas, Psc Bowling Green, KY Jan 2006 - Sep 2011 5
Wealth Management, Inc. Bowling Green, KY Nov 2003 - Aug 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Kevin D. Counts
Phone Number: 972-665-0878
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    1,313
    MILLIONS
  • Total Number of Accounts
    5,717
    ACCOUNTS
  • Average Account Value
    $229,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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