Kevin Todd Cypert

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

• 01/2017 → 05/2017
  Annexus
  Scittsdale, AZ
• 01/2017 → 05/2017
  Annexus Securities, Llc
  Scottsdale, AZ
• 02/2015 → 01/2017
  Fsc Securities Corporation
  Atlanta, GA
• 02/2015 → 01/2017
  Royal Alliance Associates, Inc,
  New York, NY
• 02/2015 → 01/2017
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 02/2015 → 01/2017
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 02/2018 → 08/2021
  M. S. Howells & Co.
  Scottsdale, AZ
• 05/2017 → 02/2018
  Unemployed
  Scottsdale, AZ
• 08/2021 → Present
  Lpl Finncial Llc
  Phoenix, AZ

Previous Registrations

• 2014-05-02 → 2014-09-10
  Bok Financial Securities, Inc.
  Englewood, CO
  Scottsdale, AZ
  Mesa, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2011-04-06 → 2014-06-03
  Harrisdirect Llc
  Arlington, VA
• 2006-10-27 → 2011-03-08
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-01-22
• S63 Uniform Securities Agent State Law Examination
  1998-11-11