Kevin Lund, financial advisor Palo Alto CA

Kevin Lund

CRD 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.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
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
Contact Info for Kevin P. Lund
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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