Kevin Lee Held

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Birmingham, AL
• 03/2008 → Present
  Kestra Investment Services, Llc
  Birmingham, AL

Previous Registrations

• 2001-12-20 → 2008-03-04
  New England Securities
  Birmingham, AL
  Birmingham, AL

Other Businesses

Business Name: Kevin L. Held Investment Related: No Address: 3535 Grandview Parkway, Ste. 300 Birmingham AL 35243 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 1/1/1997 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: sell and service insurance products to individuals and group policyholders.Business Name: Campbell Wealth Management, LLC Investment Related: Yes Address: 3535 Grandview Parkway, Ste. 300 Birmingham AL 35243 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 3/1/1998 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: investment advisory function for clients as an IAR with KESTRA as RIABusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-10-08

Designations