Kevin C Mangam

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

• 05/2014 → 08/2021
  Ups
  Saddle Brooke, NJ
• 05/2015 → Present
  Mangam Agency
  Oradell, NJ
• 04/2022 → 09/2023
  Cadaret Grant & Co., Inc.
  Oradell, NJ
• 09/2023 → Present
  Lpl Financial Llc
  Oradell, NJ

Previous Registrations

• 2022-08-11 → 2023-09-13
  Cadaret, Grant & Co., Inc.
  Wantage, NJ
  Oradell, NJ

Other Businesses

1) 07/13/2023 - The Mangam Agency - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 40 Hours per month. 2) 07/13/2023 - Kevin Mangam - Non-Variable Insurance - Selling: Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Group Insurance, Disability Insurance, Medicare Supplement - Investment related - 40 Hours per month - Start date: 4/15/2015.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-26