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Kevin C Outland

LPl Financial LLC

Sturbridge, MA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-09-14
  • MA RA
    APPROVED
    Since 2023-09-14

Branch Locations

200 Charlton Road, Ste B, Sturbridge, MA 01566 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities, Inc. Chestnut Hill MA 09/2015 08/2023
Captsone Planning Group Sturbridge MA 08/2023 Present
Lpl Financial Sturbridge MA 08/2023 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-21
S63 Uniform Securities Agent State Law Examination 2008-01-18
  • S66 Uniform Combined State Law Examination
    2015-09-21
  • S63 Uniform Securities Agent State Law Examination
    2008-01-18
Other Names
  • Kevin C. Outland

View on SEC IAPD

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Lindsey D Andrew

Other Offices

CETERA INVESTMENT ADVISERS LLC · STURBRIDGE, MA
CITIZENS SECURITIES, INC. · STURBRIDGE, MA
MCCURDY & ANDREW INVESTMENTS, LLC · STURBRIDGE, MA
EDWARD JONES · STURBRIDGE, MA
EDWARD JONES · CHARLTON, MA
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LPL FINANCIAL LLC · CHARLTON, MA
ABLE FINANCIAL PLANNING · WEST BROOKFIELD, MA

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