Kevin RodefferCRD Number: 5532887
Current Firm: Lpl Financial LLC
Kevin Rodeffer (CRD# 5532887) is an Investment Advisor Representative working at Lpl Financial LLC in Knoxville, IL and has over 8 years of experience in the finance industry.
Investment Centers Of America, Inc.
Berthel Fisher & Company Financial Services, Inc.
|Lpl Financial||Charlotte, NC||Nov 2010 - Current||6|
|First Midwest Bank||Galesburg, IL||Feb 2006 - Current||11|
|Uvest Financial Services Group, Inc.||Charlotte, NC||Jun 2008 - Nov 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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