Kevin Lively (CRD# 7209941) is an Investment Advisor Representative working at Lpl Financial LLC in Clanton, AL and has over 4 years of experience in the finance industry.
CRD# 4412434
City National Rochdale
CRD# 1191771
Osaic Wealth, Inc.
CRD# 6647079
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Clanton, AL | Jun 2023 - Current | < 1 |
| Avantax Investment Services, Inc. | Clanton, AL | Nov 2021 - Jun 2023 | 1 |
| Liveoak Capital Inc. | Clanton, AL | May 2021 - Jun 2023 | 2 |
| Avantax Advisory Services | Clanton, AL | Jan 2021 - Jun 2023 | 2 |
| Hat Creek Farms LLC | Tutwiler, MS | Mar 2011 - Jun 2023 | 12 |
| Mckinney & Lively Pc | Clanton, AL | Nov 2010 - Jun 2023 | 12 |
| Raymond James & Associates | Montgomery, AL | Dec 2019 - Jan 2021 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
| S63 | Uniform Securities State Law Examination | Aug 2022 |
- AL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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