Kevin Christopher Hebert

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lafayette, LA
• 11/2009 → Present
  Bank Of America,Na
  Lafayette, LA

Other Businesses

I*22386 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JH FAMILY LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: LAFAYETTE,LOUISIANA 70502 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 12:00:00 AM NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MEMBER I* 1680319 For profit or not for profit: Entity For Profit Name of outside business organization: Pendulum Holdings, L.L.C. Investment related: no Address of business: Lafayette, LA, 70506 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 01/25/2024 Number of hours devoted: 2 monthly Number of hours devoted during trading hours: 0 Duties: The LLC is being established to hold a rental property. My wife and I are the sole interest owners in the LLC. She and I will have shared responsibilities for all management and operational aspects of the LLC. I*2156287, Entity Type: , Name of OBA: J P H, Address: Lafayette, Louisiana, 70506, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Feb-2025, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: I*2157276, Entity Type: , Name of OBA: P H H Jr, Address: Lafayette, Louisiana, 70506, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Feb-2025, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  1998-11-05

Other Names

• Kevin C Hebert