Kevin B Armes

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

• 05/2012 → Present
  Las Colinas Country Club (Clubcorp)
  Irving, TX
• 03/2017 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith
  Dallas, TX
• 03/2017 → 11/2018
  Bank Of America Na
  Dallas, TX
• 02/2019 → 01/2025
  Edward Jones
  St Louis, MO
• 02/2016 → 03/2017
  Irving Independent School District (Macarthur High)
  Irving, TX
• 02/2025 → Present
  Lpl Financial Llc
  Mckinney, TX

Previous Registrations

• 2019-02-15 → 2025-02-10
  Edward Jones
  Irving, TX
  Irving, TX
  Irving, TX
• 2017-09-18 → 2018-12-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX

Other Businesses

1 - 02/2025 - Las Colinas Country Club - Outside/W-2 Employment - Not Inv Related - 20 Hours/Month - TX 75062- OBA Start Date: 06/12/2012. 2 - 02/2025 - Pateron - Outside/W-2 Employment - Not Inv Related - 5 Hours/Month - TX 75071 - OBA Start Date: 05/01/2023. 3 - 02/2025 - Zelda Music Theory - Other - YouTube Channel - Not Inv Related - 10 Hours/Month - TX 75071 - OBA Start Date: 08/01/2022. 4- 09/03/2025- None- Other - Youtube Channel- INV Related- Home Based- Start date 08/28/2025- 15 Hours During Trading 5- 08/29/2025- DBA for LPL Business (entity for LPL business)- Genesis Pro Advisors- INV Related- At Reported Business Location(s)- Start date 08/27/2025- 50 Hours Per Month- 40 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-09-15

Designations

• Certified Financial Planner

Other Names

• Kevin Armes