Kevin LundCRD Number: 6686193
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kevin Lund (CRD# 6686193) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 5 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Sep 2016 - Current||5|
|Vanguard Group Inc.||Scottsdale, AZ||Jul 2016 - Sep 2016||< 1|
|University Of Arizona||Tucson, AZ||Aug 2013 - May 2016||2|
|Franklin Templeton Investments||San Mateo, CA||Jun 2015 - Aug 2015||< 1|
|All About Parking||Palo Alto, CA||May 2015 - Aug 2015||< 1|
|Nordstrom||San Mateo, CA||Dec 2014 - Jan 2015||< 1|
|Nordstrom||San Mateo, CA||Jun 2014 - Aug 2014||< 1|
|All About Parking||Palo Alto, CA||Jun 2014 - Aug 2014||< 1|
|Emerald Packaging Inc.||Union City, CA||Jun 2013 - Aug 2013||< 1|
|Regis University||Denver, CO||Aug 2012 - May 2013||< 1|
|Mercy High School||Burlingame, CA||May 2012 - Aug 2012||< 1|
|Precision Parking||San Carlos, CA||Sep 2011 - Aug 2012||< 1|
|Prime Time Paper||Foster City, CA||Feb 2012 - Jun 2012||< 1|
|Junipero Serra High School||San Mateo, CA||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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