Kevin Christensen, financial advisor San Diego CA
100 score

Kevin Christensen

CRD Number: 5621865
Current Firm: Lpl Financial LLC
Compensation Model: Both

Kevin Christensen is an Investment Advisor Representative working at LPL Financial LLC in San Diego, CA and has over 7 years of experience in the finance industry.

 

Overland & Shanahan is a comprehensive financial planning firm that specializes in investment management, insurance planning, college education planning and tax minimization strategies. They also work with small business owners in designing employee benefit plans including qualified retirement plans and executive benefit packages.

CONTACT
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Company Name Location Dates Years
Overland & Shanahan San Diego, CA May 2015 - Current 1
Lpl Financial LLC San Diego, CA Nov 2008 - Current 8
Stratos Wealth Partners, Ltd San Diego, CA Mar 2013 - May 2015 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Mar 2011
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Kevin D. Christensen
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Securities offered through LPL Financial. Member FINRA/SIPC.

 

www.finra.org

www.sipc.org

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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