Kevin Bellard (CRD# 7407129) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Lake Charles, LA and has 1 year of experience in the finance industry.
CRD# 2250123
Lpl Financial LLC
CRD# 3151320
J.p. Morgan Securities LLC
CRD# 2768598
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Horizon Bank | Lafayette, LA | Aug 2022 - Current | 1 |
| J. P. Morgan Securities LLC | Baton Rouge, LA | Jun 2022 - Aug 2022 | < 1 |
| Jpmorgan Chase Bank N.a. | Baton Rouge, LA | May 2022 - Aug 2022 | < 1 |
| Sigma Financial Corporation | Ann Arbor, MI | Jan 2022 - Apr 2022 | < 1 |
| Qsl Texas Terminals LLC | Houston, TX | Aug 2021 - Mar 2022 | < 1 |
| Securities America, Inc. | Baton Rouge, LA | Jul 2021 - Jan 2022 | < 1 |
| Lafayette Parish School Board | Lafayette, LA | Jun 2019 - Aug 2021 | 2 |
| Heb | Baytown, TX | Apr 2020 - Jun 2020 | < 1 |
| 24 Hour Fitness Worldwide | League City, TX | May 2019 - Aug 2019 | < 1 |
| D&s Marine | Gray, LA | Jun 2018 - May 2019 | < 1 |
| Calcasieu Parish School Board | Lake Charles, LA | Jun 2016 - Jun 2018 | 2 |
| Texas City Isd | Texas City, TX | Aug 2015 - Jun 2016 | < 1 |
| Lamar University | Beaumont, TX | Jul 2011 - Aug 2015 | 4 |
| Academy Sports & Outdoors | Beaumont, TX | Aug 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
| S63 | Uniform Securities State Law Examination | Mar 2023 |
- LA
- TX
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Total Assets Under Management12,357MILLIONS
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Total Number of Accounts8,945ACCOUNTS
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Average Account Value$1,381,391
- A percentage of assets under your management
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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