Kevin Michael Stuart

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

• 06/2026 → Present
  Lpl Financial Llc
  Decatur, AL
• 11/2014 → 04/2022
  Lpl Financial Llc
  Huntsville, AL
• 04/2022 → 06/2026
  Ameriprise Financial Services, Llc
  Huntsville, AL

Previous Registrations

• 2022-04-26 → 2026-06-10
  Ameriprise Financial Services, Llc
  Huntsville, AL
  Decatur, AL
• 2014-12-02 → 2022-04-22
  Lpl Financial Llc
  Huntsville, AL
  Huntsville, AL
• 2012-10-19 → 2014-12-02
  Pnc Wealth Management Llc
  Athens, AL
  Ardmore, AL
  Decatur, AL
  Decatur, AL
  Decatur, AL
  Hartselle, AL
• 2011-05-06 → 2012-10-15
  Morgan Keegan & Company, Llc
  Huntsville, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-05
• S63 Uniform Securities Agent State Law Examination
  2007-07-19

Other Names

• Kevin Stuart
• Kevin M Stuart