Kevin John Scorsone

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2011 → 05/2018
  Chemical Bank
  Midland, MI
• 10/2012 → 05/2018
  Cetera Investment Services Llc
  St.CLoud, MN
• 05/2018 → Present
  Tri Star Trust Bank
  Saginaw, MI
• 07/2018 → Present
  Lpl Financial Llc
  Saginaw, MI

Previous Registrations

• 2014-01-21 → 2018-05-17
  Cetera Investment Advisers Llc
  Midland, MI
  Midland, MI
• 2012-10-08 → 2014-01-21
  Cetera Investment Services Llc
  Midland, MI
  Midland, MI
• 2007-07-02 → 2011-06-01
  Chase Investment Services Corp.
  Fowlerville, MI
  Saginaw, MI
  Boyne City, MI
  Traverse City, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Prudenville, MI
  Saginaw, MI
  Saginaw, MI
  Roscommon, MI
  Traverse City, MI
  Vassar, MI
  Petoskey, MI
  East Grand Rapids, MI
  Grand Rapids, MI
  Petoskey, MI
  Traverse City, MI
  Kalkaska, MI
  Saginaw, MI
  Saginaw, MI
  Traverse City, MI
  Ionia, MI
  Lansing, MI
  Lansing, MI
  Dewitt, MI
  Okemos, MI
  Saginaw, MI
  Cedar, MI
  Harbor Springs, MI
  Ada, MI
  Lowell, MI
  Acme, MI
  Hemlock, MI
  Lansing, MI
  Lansing, MI
  Saginaw, MI
  Houghton Lake, MI
  Fort Gratiot, MI
  Kimball, MI
  Grand Rapids, MI
  New Baltimore, MI
  Saginaw, MI
  Houghton Lake, MI
  Saginaw, MI
  Saginaw, MI
  Hemlock, MI
  Roscommon, MI
  St. Helen, MI
  Saginaw, MI
  Saginaw, MI
  Saginaw, MI
  Saginaw, MI
  Prudenville, MI
  Vassar, MI
  Bridgeport, MI
  Lansing, MI
  Grand Rapids, MI
  Wyoming, MI
  Grand Rapids, MI
  Greenville, MI
  Grand Rapids, MI
  Caledonia, MI
  Bridgman, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Wyoming, MI
  Muskegon, MI
  Jenison, MI
  Portage, MI
  Rockford, MI
  Battle Creek, MI
  Portage, MI
  Muskegon, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grandville, MI
  Holland, MI
  Comstock Park, MI
  Grand Rapids, MI
  Grand Haven, MI
  Grand Rapids, MI
  Benton Harbor, MI
  Grand Haven, MI
  Stevensville, MI
  Portage, MI
  Grand Rapids, MI
  Cedar Springs, MI
  Grand Rapids, MI
  Benton Harbor, MI
  Grandville, MI
  St. Joseph, MI
  Jenison, MI
  Kalamazoo, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Spring Lake, MI
  Goodrich, MI
  Grand Blanc, MI
  Flint, MI
  Flint, MI
  Swartz Creek, MI
  Flint, MI
  Vernon, MI
  Port Huron, MI
  Marlette, MI
  Burton, MI
  Fort Gratiot, MI
  Lapeer, MI
  Davison, MI
  Davison, MI
  Fenton, MI
  Marysville, MI
  Genesee, MI
  Clio, MI
  Flint, MI
  Flushing, MI
  Marysville, MI
  Flushing, MI
  Lapeer, MI
  Ortonville, MI
  Davison, MI
  Port Huron, MI
  Sandusky, MI
  Flint, MI
  Fenton, MI
  Flint, MI
  Flint, MI
  Port Huron, MI
  Grand Blanc, MI
  Flint, MI
  Byron, MI
  Flint, MI
  Flint, MI
  Burton, MI
  Bridgeport, MI
  St. Helen, MI
  Houghton Lake, MI
  Chicago, IL
  Grand Rapids, MI
  Saginaw, MI
  Prudenville, MI

Other Businesses

1)7/20/18- Notary Public- Inv. Related- at reported business location(s)- start date 1/1/2004- 1 hr/mth -1% 2). 06/27/2019 - Tri Star Trust Bank - Investment related - At reported business locations(s) - Financial Institution Duty - start date:06/15/2018 - 40 hrs/mo - 40 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-30
• S63 Uniform Securities Agent State Law Examination
  2004-01-19

Other Names

• Kevin J Scorsone