Kevin Wayne Lively

Current Employers

Employment History

• 12/2019 → 01/2021
  Raymond James & Associates
  Montgomery, AL
• 01/2021 → 06/2023
  Avantax Advisory Services
  Clanton, AL
• 03/2011 → 06/2023
  Hat Creek Farms Llc
  Tutwiler, MS
• 11/2021 → 06/2023
  Avantax Investment Services, Inc.
  Clanton, AL
• 11/2010 → 06/2023
  Mckinney & Lively Pc
  Clanton, AL
• 05/2021 → 06/2023
  Liveoak Capital Inc
  Clanton, AL
• 06/2023 → Present
  Lpl Financial Llc
  Clanton, AL

Previous Registrations

• 2021-01-19 → 2023-06-15
  Avantax Advisory Services
  Clanton, AL
• 2019-12-17 → 2021-02-03
  Raymond James & Associates, Inc.
  Clanton, AL
  Montgomery, AL

Other Businesses

1- 05/2023 / LiveOak Capital Inc. / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / At Reported business location(s)- 50 HRS MNTH/4 HRS TRADING/100 TIME SPNT- 2- 05/2023 / McKinney & Lively PC / Tax Prep/Accounting/CPA / INVESTMENT RELATED / Clanton, AL /110 HRS MNTH/5 HRS TRADING/ 30 TIME SPNT 3- 06/2023 / Kevin Lively - Sole Proprietor / Real Estate Rental / Soy Bean Farm / INVESTMENT RELATED / Tutwiler, MS 0.25 HRS MNTH/ .1 HRS TRADING/ 1 TIME SPNT / START DATE 2/15/2001 4- 06/2023 / Notary / NON INVESTMENT RELATED / START DATE 5/15/2020 5- 06/12/2023 - Kevin Lively - Not Investment Related - Home Based - Borrower of a Loan - Start Date 02/15/2001

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-08
• S65 Uniform Investment Adviser Law Examination
  2019-10-30

Other Names

• Kevin W Lively
• Kevin Wayne Lively