Kevin M Mcveigh

Current Employers

Employment History

• 06/2013 → Present
  Lpl Financial Llc
  Cherry Hill, NJ

Previous Registrations

• 2013-05-02 → 2013-06-11
  Signator Investors, Inc.
  Conshohocken, PA
  Cherry Hill, NJ

Other Businesses

(1) INSURANCE BROKERAGE LIFE INSURANCE, HEALTH INSURANCE, LONG TERM CARE INSURANCE, DISABILITY INSURANCE, MEDICARE SUPPLEMENT INSURANC. GROUP AND INDIVIDUAL FOR THE PRODUCT LINES LISTED ABOVE. ALL ARE NON SECURITIES RELATED. NAME OF BUSINESS: KEVIN M MCVEIGH - SOLE PROP. APPROXIMATELY 60 HOURS PER MONTH DUTIES - SALES AND SERVICE OF THE INSURANCE CONTRACTS. (2) 10/9/2013: NON-VARIABLE INSURANCE DBA - EXECUTIVE FINANCIAL GROUP - TIME SPENT 20% - CHERRY HILL, NJ. (3) 12/17/2013 - PRIVATE PLANNING GROUP - NON-VARIABLE INSURANCE - I SET UP AN LLC (PRIVATE PLANNING GROUP, LLC) TO MARKET AND SELL LIFE, LONG TERM DISABILITY, HEALTH, LONG TERM CARE INSURANCE AND FIXED ANNUITIES. - TIME SPENT 25% - CHERRY HILL, NJ. (4) 9/24/2015: Private Planning Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/17/2013 - 15 Hours Per Month During Securities Trading. (5) 12/11/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/29/2013 - 20 Hours Per Month/5 Hours During Securities Trading - Fixed Insurance - Life, Annuity, DI, Health, Long Term Care Insurance. (6) 12/12/2017 - Private Planning Group, LLC. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Member - Started 12/07/2017 - 1 Hour Per Month During Securities Trading - Sales. (7) 12/15/2017 - Private Planning Group, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/05/2017 - Sell Self insured and/or stop loss medical insurance. (8) 2/26/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/02/2018 - 5 Hours Per Month/2 Hours During Securities Trading. (9) 10/12/2020 - Private Planning Group, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Member - Started 12/17/2013 - 40 Hours Per Month/8 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-20
• S63 Uniform Securities Agent State Law Examination
  1994-05-04