Kevin O'sullivan, financial advisor Quincy MA
93 score

Kevin O'sullivan

CRD Number: 4499275
Current Firm: Lincoln Financial Advisors Corporation

Kevin O'sullivan (CRD# 4499275) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Quincy, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Quincy, MA Jun 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Kevin P. O'sullivan
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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