Kevin C Outland

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

• 09/2015 → 08/2023
  Citizens Securities, Inc.
  Chestnut Hill, MA
• 08/2023 → Present
  Captsone Planning Group
  Sturbridge, MA
• 08/2023 → Present
  Lpl Financial
  Sturbridge, MA

Previous Registrations

• 2015-09-25 → 2023-09-05
  Citizens Securities, Inc.
  Newton, MA
  Needham, MA
  Chestnut Hill, MA
  Newtonville, MA
  Newton, MA
  Hudson, MA
  Hudson, MA
  Marlborough, MA
  Newton, MA
  Natick, MA
  Natick, MA
  Natick, MA
  Weston, MA
  Sudbury, MA
  Framingham, MA
  Framingham, MA
  Natick, MA
  Natick, MA
  Newton, MA
  Hudson, NH
  Chestnut Hill, MA
  Grafton, MA
  Worcester, MA
  Worcester, MA
  Worcester, MA

Other Businesses

1) 8/8/2023- Cornerstone Financial Group - DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2015-09-21
• S63 Uniform Securities Agent State Law Examination
  2008-01-18

Other Names

• Kevin C. Outland