Kevin LunsfordCRD Number: 4488016
Current Firm: Edward Jones
Kevin Lunsford (CRD# 4488016) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 15 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Edward Jones||St Louis, MO||Oct 2012 - Current||5|
|Ubs Financail Services||Raleigh, NC||Jun 2006 - Oct 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)