Kevin W Davis

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

• 08/2013 → 07/2018
  Lpl Financial
  Princeton, WV
• 08/2013 → 07/2018
  First Sentinel Bank
  Princeton, WV
• 07/2018 → 09/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 10/2019 → Present
  Lpl Financial, Llc
  Hendersonville, TN

Previous Registrations

• 2018-07-23 → 2019-10-01
  Cuso Financial Services, L.P.
  Goodlettsville, TN
  Hendersonville, TN
  Old Hickory, TN
  San Diego, CA
• 2014-03-18 → 2018-08-21
  Lpl Financial Llc
  Princeton, WV
  San Diego, CA
  Princeton, WV
  Richlands, VA
  Poundingmill, VA
  North Tazewell, VA
  Lebanon, VA
  Bluefield, VA
  Wytheville, VA

Exams

• S66 Uniform Combined State Law Examination
  2014-01-10
• S63 Uniform Securities Agent State Law Examination
  2005-09-30

Designations

• Certified Financial Planner