Kevin Roberts (CRD# 5679551) is an Investment Advisor Representative working at Lifetime Wealth Design LLC in Louisville, KY and has over 14 years of experience in the finance industry. Kevin Roberts 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.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foyf Media, LLC | Louisville, KY | Aug 2018 - Current | 5 |
| Lifetime Wealth Design LLC | Louisville, KY | Aug 2009 - Current | 14 |
| Roberts Cpa Group Psc | Louisville, KY | Jun 2008 - Current | 15 |
| Prosperity Capital Advisors, LLC | Westlake, OH | Dec 2016 - Dec 2017 | 1 |
| National Planning Corporation | Louisville, KY | Sep 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management2MILLIONS
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Total Number of Accounts24ACCOUNTS
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Average Account Value$66,318
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
KY
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