Best Investors Account Sign in

Kevin Perry Lewis

LPl Financial LLC

Charlotte, NC

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-05
TX RA APPROVED 2025-03-05
  • NC RA
    APPROVED
    Since 2025-03-05
  • TX RA
    APPROVED
    Since 2025-03-05

Branch Locations

6101 Carnegie Blvd. Suite 520, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2014 03/2025
Lpl Financial Llc Charlotte NC 03/2025 Present
Previous Registrations
  • 2014-09-15 → 2025-03-06
    St Louis, MO
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
Other Businesses

1 - 02/2025 - Carnegie Private Wealth - DBA for LPL Business - Previously approved - Inv Related - At reported business location(s). 2- 10/30/2025- No Business Name- Non-Variable Insurance- INV Related- At Reported Business location(s)- Start date 10/29/2025- 2 Hours Per Month- 2 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-18
  • S66 Uniform Combined State Law Examination
    2014-07-18
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor